First National Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First National Advisers’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	$430K	Hold	3,900	–	–	0.06%	190
2026 Q1	$379K	Hold	3,900	–	–	0.06%	185
2025 Q4	$375K	Hold	3,900	–	–	0.05%	189
2025 Q3	$377K	Hold	3,900	–	–	0.05%	191
2025 Q2	$359K	Hold	3,900	–	–	0.05%	187
2025 Q1	$332K	Hold	3,900	–	–	0.05%	191
2024 Q4	$345K	Hold	3,900	–	–	0.06%	155
2024 Q3	$344K	Hold	3,900	–	–	0.05%	185
2024 Q2	$316K	Buy	+3,900	New	+$317K	0.06%	183

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First National Advisers's IWR Position: Q2 2026 in Review

First National Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,900 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #190.

First National Advisers first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First National Advisers held 3,900 shares of iShares Russell Mid-Cap ETF worth $430K as of Q2 2026.
First National Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of First National Advisers's portfolio in Q2 2026, its #190 holding.
First National Advisers first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.