Bank of Ann Arbor’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank of Ann Arbor’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 Q3	$1.93M	Buy	+18,110	New	+$2M	0.27%	82

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Ann Arbor's IWR Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 18,110 shares worth $1.93M. The stake represents 0.27% of the portfolio and ranks #82 among its holdings.

1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Bank of Ann Arbor held 18,110 shares of iShares Russell Mid-Cap ETF worth $1.93M as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.27% of Bank of Ann Arbor's portfolio in Q3 2026, its #82 holding.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.