First National Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
118,495
+3,588
| +3% | +$358K | 0.39% | 61 |
|
|
2025
Q4 | $11.1M | Buy |
114,907
+14,496
| +14% | +$1.39M | 0.37% | 61 |
|
|
2025
Q3 | $9.69M | Sell |
100,411
-30,648
| -23% | -$2.91M | 0.33% | 68 |
|
|
2025
Q2 | $12.1M | Buy |
131,059
+10,930
| +9% | +$944K | 0.45% | 56 |
|
|
2025
Q1 | $10.2M | Sell |
120,129
-9,242
| -7% | -$824K | 0.41% | 62 |
|
|
2024
Q4 | $11.4M | Buy |
129,371
+13,337
| +11% | +$1.21M | 0.43% | 57 |
|
|
2024
Q3 | $10.2M | Sell |
116,034
-163
| -0.1% | -$13.7K | 0.4% | 61 |
|
|
2024
Q2 | $9.42M | Buy |
116,197
+1,972
| +2% | +$161K | 0.39% | 60 |
|
|
2024
Q1 | $9.61M | Buy |
114,225
+1,771
| +2% | +$140K | 0.39% | 64 |
|
|
2023
Q4 | $8.74M | Buy |
112,454
+2,109
| +2% | +$150K | 0.38% | 70 |
|
|
2023
Q3 | $7.64M | Buy |
110,345
+1,754
| +2% | +$128K | 0.36% | 75 |
|
|
2023
Q2 | $7.93M | Sell |
108,591
-2,113
| -2% | -$147K | 0.37% | 75 |
|
|
2023
Q1 | $7.74M | Buy |
110,704
+2,416
| +2% | +$171K | 0.41% | 75 |
|
|
2022
Q4 | $7.3M | Buy |
108,288
+3,927
| +4% | +$265K | 0.39% | 75 |
|
|
2022
Q3 | $6.49M | Buy |
104,361
+41,698
| +67% | +$2.87M | 0.38% | 76 |
|
|
2022
Q2 | $4.05M | Buy |
62,663
+11,608
| +23% | +$826K | 0.23% | 106 |
|
|
2022
Q1 | $3.98M | Buy |
51,055
+922
| +2% | +$71K | 0.21% | 116 |
|
|
2021
Q4 | $4.16M | Buy |
50,133
+1,096
| +2% | +$90K | 0.22% | 115 |
|
|
2021
Q3 | $3.84M | Sell |
49,037
-43
| -0.1% | -$3.44K | 0.23% | 110 |
|
|
2021
Q2 | $3.89M | Buy |
49,080
+559
| +1% | +$43.4K | 0.24% | 106 |
|
|
2021
Q1 | $3.59M | Sell |
48,521
-2,678
| -5% | -$194K | 0.23% | 110 |
|
|
2020
Q4 | $3.51M | Sell |
51,199
-3,229
| -6% | -$206K | 0.24% | 100 |
|
|
2020
Q3 | $3.12M | Sell |
54,428
-700
| -1% | -$39.8K | 0.24% | 97 |
|
|
2020
Q2 | $2.96M | Sell |
55,128
-1,481
| -3% | -$74.2K | 0.25% | 99 |
|
|
2020
Q1 | $2.44M | Sell |
56,609
-11,334
| -17% | -$624K | 0.24% | 103 |
|
|
2019
Q4 | $4.05M | Buy |
67,943
+7,607
| +13% | +$437K | 0.33% | 89 |
|
|
2019
Q3 | $3.38M | Sell |
60,336
-875
| -1% | -$48.9K | 0.3% | 99 |
|
|
2019
Q2 | $3.42M | Sell |
61,211
-949
| -2% | -$52.1K | 0.32% | 97 |
|
|
2019
Q1 | $3.35M | Sell |
62,160
-5,121
| -8% | -$265K | 0.34% | 87 |
|
|
2018
Q4 | $3.13M | Buy |
67,281
+1,797
| +3% | +$90.6K | 0.35% | 80 |
|
|
2018
Q3 | $3.61M | Sell |
65,484
-320
| -0.5% | -$17.5K | 0.37% | 82 |
|
|
2018
Q2 | $3.49M | Sell |
65,804
-1,648
| -2% | -$86.8K | 0.38% | 80 |
|
|
2018
Q1 | $3.48M | Sell |
67,452
-2,484
| -4% | -$131K | 0.4% | 82 |
|
|
2017
Q4 | $3.64M | Sell |
69,936
-3,588
| -5% | -$182K | 0.4% | 73 |
|
|
2017
Q3 | $3.62M | Buy |
73,524
+11,108
| +18% | +$536K | 0.42% | 68 |
|
|
2017
Q2 | $3M | Buy |
62,416
+5,040
| +9% | +$239K | 0.37% | 71 |
|
|
2017
Q1 | $2.69M | Sell |
57,376
-144
| -0.3% | -$6.67K | 0.35% | 74 |
|
|
2016
Q4 | $2.57M | Sell |
57,520
-1,480
| -3% | -$64.7K | 0.36% | 76 |
|
|
2016
Q3 | $2.57M | Buy |
59,000
+2,504
| +4% | +$109K | 0.39% | 75 |
|
|
2016
Q2 | $2.38M | Hold |
56,496
| – | – | 0.36% | 78 |
|
|
2016
Q1 | $2.3M | Sell |
56,496
-2,164
| -4% | -$82.3K | 0.35% | 83 |
|
|
2015
Q4 | $2.35M | Buy |
58,660
+4,876
| +9% | +$199K | 0.37% | 79 |
|
|
2015
Q3 | $2.09M | Sell |
53,784
-5,112
| -9% | -$212K | 0.36% | 82 |
|
|
2015
Q2 | $2.51M | Sell |
58,896
-892
| -1% | -$38.8K | 0.4% | 74 |
|
|
2015
Q1 | $2.59M | Sell |
59,788
-432
| -0.7% | -$18.4K | 0.44% | 68 |
|
|
2014
Q4 | $2.52M | Buy |
60,220
+516
| +0.9% | +$20.9K | 0.45% | 73 |
|
|
2014
Q3 | $2.36M | Sell |
59,704
-300
| -0.5% | -$12.1K | 0.45% | 72 |
|
|
2014
Q2 | $2.44M | Sell |
60,004
-2,420
| -4% | -$94.4K | 0.47% | 71 |
|
|
2014
Q1 | $2.42M | Buy |
62,424
+2,912
| +5% | +$110K | 0.43% | 69 |
|
|
2013
Q4 | $2.23M | Buy |
59,512
+296
| +0.5% | +$10.7K | 0.41% | 78 |
|
|
2013
Q3 | $2.06M | Buy |
59,216
+4,236
| +8% | +$145K | 0.4% | 78 |
|
|
2013
Q2 | $1.78M | Buy |
+54,980
| New | +$1.78M | 0.37% | 84 |
|
Other funds holding IWR
First National Trust's IWR Position: Q1 2026 in Review
First National Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q1 2026, buying an estimated $358K and bringing the position to 118,495 shares worth $11.5M. The position accounts for 0.39% of the portfolio, ranked #61.
First National Trust first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- First National Trust held 118,495 shares of iShares Russell Mid-Cap ETF worth $11.5M as of Q1 2026.
- First National Trust bought 3,588 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $358K.
- iShares Russell Mid-Cap ETF made up 0.39% of First National Trust's portfolio in Q1 2026, its #61 holding.
- First National Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- First National Trust's iShares Russell Mid-Cap ETF position peaked at $12.1M in Q2 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.