First Nebraska Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Nebraska Trust’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 Q1	$611K	Buy	6,285 +235	+4%	+$23.5K	0.06%	128
2025 Q4	$582K	Hold	6,050	–	–	0.05%	128
2025 Q3	$584K	Hold	6,050	–	–	0.05%	122
2025 Q2	$556K	Hold	6,050	–	–	0.05%	120
2025 Q1	$515K	Hold	6,050	–	–	0.05%	121
2024 Q4	$535K	Hold	6,050	–	–	0.05%	123
2024 Q3	$533K	Sell	6,050 -100	-2%	-$8.43K	0.05%	122
2024 Q2	$499K	Hold	6,150	–	–	0.05%	123
2024 Q1	$517K	Sell	6,150 -130	-2%	-$10.3K	0.05%	121
2023 Q4	$488K	Hold	6,280	–	–	0.06%	121
2023 Q3	$435K	Hold	6,280	–	–	0.05%	120
2023 Q2	$459K	Hold	6,280	–	–	0.05%	118
2023 Q1	$439K	Hold	6,280	–	–	0.06%	115
2022 Q4	$424K	Hold	6,280	–	–	0.06%	117
2022 Q3	$390K	Hold	6,280	–	–	0.06%	115
2022 Q2	$406K	Hold	6,280	–	–	0.05%	117
2022 Q1	$490K	Hold	6,280	–	–	0.06%	115
2021 Q4	$521K	Hold	6,280	–	–	0.06%	112
2021 Q3	$491K	Hold	6,280	–	–	0.06%	111
2021 Q2	$498K	Hold	6,280	–	–	0.06%	108
2021 Q1	$464K	Hold	6,280	–	–	0.06%	106
2020 Q4	$430K	Hold	6,280	–	–	0.06%	107
2020 Q3	$360K	Hold	6,280	–	–	0.06%	113
2020 Q2	$337K	Hold	6,280	–	–	0.06%	114
2020 Q1	$271K	Hold	6,280	–	–	0.06%	115
2019 Q4	$374K	Hold	6,280	–	–	0.06%	106
2019 Q3	$351K	Hold	6,280	–	–	0.06%	105
2019 Q2	$351K	Hold	6,280	–	–	0.06%	104
2019 Q1	$339K	Hold	6,280	–	–	0.06%	107
2018 Q4	$292K	Hold	6,280	–	–	0.06%	105
2018 Q3	$346K	Hold	6,280	–	–	0.06%	102
2018 Q2	$333K	Hold	6,280	–	–	0.07%	103
2018 Q1	$324K	Hold	6,280	–	–	0.06%	102
2017 Q4	$327K	Sell	6,280 -800	-11%	-$40.6K	0.07%	101
2017 Q3	$349K	Hold	7,080	–	–	0.08%	98
2017 Q2	$340K	Buy	7,080 +400	+6%	+$19K	0.08%	100
2017 Q1	$313K	Buy	6,680 +280	+4%	+$13K	0.07%	100
2016 Q4	$286K	Hold	6,400	–	–	0.07%	92
2016 Q3	$279K	Hold	6,400	–	–	0.07%	90
2016 Q2	$269K	Buy	6,400 +800	+14%	+$33K	0.07%	93
2016 Q1	$228K	Hold	5,600	–	–	0.06%	96
2015 Q4	$224K	Hold	5,600	–	–	0.07%	94
2015 Q3	$218K	Hold	5,600	–	–	0.07%	86
2015 Q2	$238K	Hold	5,600	–	–	0.07%	83
2015 Q1	$242K	Hold	5,600	–	–	0.07%	82
2014 Q4	$234K	Hold	5,600	–	–	0.07%	88
2014 Q3	$222K	Hold	5,600	–	–	0.06%	87
2014 Q2	$228K	Hold	5,600	–	–	0.07%	87
2014 Q1	$217K	Hold	5,600	–	–	0.07%	84
2013 Q4	$210K	Buy	+5,600	New	+$202K	0.07%	87

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Nebraska Trust's IWR Position: Q1 2026 in Review

First Nebraska Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.9% in Q1 2026, buying an estimated $23.5K and bringing the position to 6,285 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #128.

First Nebraska Trust first reported a position in IWR in Q4 2013 and has held it in 50 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

First Nebraska Trust held 6,285 shares of iShares Russell Mid-Cap ETF worth $611K as of Q1 2026.
First Nebraska Trust bought 235 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $23.5K.
iShares Russell Mid-Cap ETF made up 0.06% of First Nebraska Trust's portfolio in Q1 2026, its #128 holding.
First Nebraska Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.