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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

First County Bank's IWR Position: Q2 2026 in Review

First County Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.9% in Q2 2026, buying an estimated $24K and bringing the position to 3,111 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #129.

First County Bank first reported a position in IWR in Q4 2022 and has held it in 9 quarters since. The position peaked at $364K in Q4 2024. 401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First County Bank held 3,111 shares of iShares Russell Mid-Cap ETF worth $343K as of Q2 2026.
First County Bank bought 228 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $24K.
iShares Russell Mid-Cap ETF made up 0.16% of First County Bank's portfolio in Q2 2026, its #129 holding.
First County Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
First County Bank's iShares Russell Mid-Cap ETF position peaked at $364K in Q4 2024.
401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.