First Merchants Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Merchants Corp’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	$7.51M	Sell	68,099 -451	-0.7%	-$47.4K	0.26%	86
2026 Q1	$6.67M	Buy	68,550 +201	+0.3%	+$20.1K	0.25%	97
2025 Q4	$6.58M	Sell	68,349 -553	-0.8%	-$53.2K	0.24%	97
2025 Q3	$6.65M	Sell	68,902 -3,680	-5%	-$349K	0.25%	96
2025 Q2	$6.68M	Sell	72,582 -5,898	-8%	-$509K	0.26%	98
2025 Q1	$6.68M	Sell	78,480 -2,938	-4%	-$262K	0.27%	101
2024 Q4	$7.2M	Sell	81,418 -757	-0.9%	-$68.7K	0.28%	91
2024 Q3	$7.24M	Sell	82,175 -1,615	-2%	-$136K	0.28%	94
2024 Q2	$6.79M	Sell	83,790 -5,220	-6%	-$425K	0.27%	89
2024 Q1	$7.48M	Sell	89,010 -3,289	-4%	-$261K	0.56%	55
2023 Q4	$7.17M	Sell	92,299 -918	-1%	-$65.2K	0.59%	55
2023 Q3	$6.46M	Sell	93,217 -2,182	-2%	-$159K	0.58%	59
2023 Q2	$6.97M	Sell	95,399 -2,156	-2%	-$150K	0.59%	60
2023 Q1	$6.82M	Sell	97,555 -2,191	-2%	-$155K	0.61%	57
2022 Q4	$6.73M	Sell	99,746 -1,830	-2%	-$123K	0.62%	57
2022 Q3	$6.31M	Buy	101,576 +2,054	+2%	+$141K	0.63%	50
2022 Q2	$6.43M	Sell	99,522 -7,016	-7%	-$499K	0.64%	49
2022 Q1	$8.31M	Buy	106,538 +1,889	+2%	+$145K	0.68%	45
2021 Q4	$8.69M	Sell	104,649 -126	-0.1%	-$10.3K	0.67%	44
2021 Q3	$8.2M	Sell	104,775 -1,793	-2%	-$144K	0.52%	46
2021 Q2	$8.44M	Sell	106,568 -3,989	-4%	-$309K	0.55%	43
2021 Q1	$8.17M	Sell	110,557 -448	-0.4%	-$32.4K	0.54%	44
2020 Q4	$7.61M	Sell	111,005 -13,994	-11%	-$891K	0.52%	43
2020 Q3	$7.17M	Sell	124,999 -9,747	-7%	-$555K	0.55%	40
2020 Q2	$7.22M	Sell	134,746 -18,996	-12%	-$952K	0.61%	33
2020 Q1	$6.63M	Buy	153,742 +17,563	+13%	+$967K	0.86%	30
2019 Q4	$8.12M	Buy	136,179 +5,050	+4%	+$290K	0.83%	25
2019 Q3	$7.34M	Buy	131,129 +21,776	+20%	+$1.22M	0.78%	28
2019 Q2	$6.11M	Buy	109,353 +9,254	+9%	+$508K	0.97%	27
2019 Q1	$5.4M	Buy	100,099 +19,258	+24%	+$998K	0.87%	36
2018 Q4	$3.76M	Sell	80,841 -10,319	-11%	-$521K	0.72%	47
2018 Q3	$5.03M	Buy	91,160 +5,336	+6%	+$292K	0.82%	39
2018 Q2	$4.55M	Sell	85,824 -916	-1%	-$48.2K	0.79%	41
2018 Q1	$4.48M	Sell	86,740 -2,824	-3%	-$149K	0.75%	42
2017 Q4	$4.66M	Sell	89,564 -36	-0%	-$1.83K	0.79%	37
2017 Q3	$4.42M	Buy	89,600 +72,588	+427%	+$3.5M	0.76%	40
2017 Q2	$817K	Buy	17,012 +5,784	+52%	+$274K	0.23%	105
2017 Q1	$525K	Buy	+11,228	New	+$520K	0.15%	120
2015 Q4	–	Sell	-8,656	Closed	-$337K	–	136
2015 Q3	$337K	Sell	8,656 -114,996	-93%	-$4.76M	0.12%	127
2015 Q2	$5.26M	Buy	+123,652	New	+$5.38M	1.64%	10

Other funds holding IWR

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

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

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return