First County Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First County Bank’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$350K	Buy	3,281 +170	+5%	+$18.8K	0.16%	130
2026 Q2	$343K	Buy	3,111 +228	+8%	+$24K	0.16%	129
2026 Q1	$280K	Hold	2,883	–	–	0.15%	138
2025 Q4	$278K	Hold	2,883	–	–	0.15%	135
2025 Q3	$278K	Sell	2,883 -175	-6%	-$16.6K	0.14%	142
2025 Q2	$281K	Sell	3,058 -56	-2%	-$4.84K	0.15%	135
2025 Q1	$265K	Sell	3,114 -1,006	-24%	-$89.7K	0.15%	141
2024 Q4	$364K	Hold	4,120	–	–	0.2%	107
2024 Q3	$363K	Buy	+4,120	New	+$347K	0.18%	120
2023 Q1	–	Sell	-4,091	Closed	-$276K	–	166
2022 Q4	$276K	Buy	+4,091	New	+$276K	0.13%	148

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

First County Bank's IWR Position: Q3 2026 in Review

First County Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q3 2026, buying an estimated $18.8K and bringing the position to 3,281 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #130.

First County Bank first reported a position in IWR in Q4 2022 and has held it in 10 quarters since. The position peaked at $364K in Q4 2024. 594 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

First County Bank held 3,281 shares of iShares Russell Mid-Cap ETF worth $350K as of Q3 2026.
First County Bank bought 170 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $18.8K.
iShares Russell Mid-Cap ETF made up 0.16% of First County Bank's portfolio in Q3 2026, its #130 holding.
First County Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
First County Bank's iShares Russell Mid-Cap ETF position peaked at $364K in Q4 2024.
594 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.