Fulton Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fulton Bank’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	$8.93M	Sell	80,984 -3,508	-4%	-$369K	0.27%	67
2026 Q1	$8.22M	Sell	84,492 -370	-0.4%	-$37K	0.29%	64
2025 Q4	$8.17M	Buy	84,862 +1,374	+2%	+$132K	0.28%	66
2025 Q3	$8.06M	Buy	83,488 +972	+1%	+$92.1K	0.28%	62
2025 Q2	$7.59M	Buy	82,516 +385	+0.5%	+$33.3K	0.28%	62
2025 Q1	$6.99M	Hold	82,131	–	–	0.28%	61
2024 Q4	$7.26M	Sell	82,131 -3,499	-4%	-$318K	0.28%	57
2024 Q3	$7.55M	Buy	85,630 +4,808	+6%	+$405K	0.29%	60
2024 Q2	$6.55M	Sell	80,822 -13,622	-14%	-$1.11M	0.27%	64
2024 Q1	$7.94M	Sell	94,444 -3,016	-3%	-$239K	0.33%	50
2023 Q4	$7.58M	Sell	97,460 -1,599	-2%	-$114K	0.34%	48
2023 Q3	$6.86M	Sell	99,059 -2,293	-2%	-$167K	0.34%	54
2023 Q2	$7.4M	Sell	101,352 -3,334	-3%	-$232K	0.36%	50
2023 Q1	$7.32M	Buy	104,686 +2,288	+2%	+$162K	0.38%	47
2022 Q4	$6.91M	Buy	102,398 +20,780	+25%	+$1.4M	0.39%	49
2022 Q3	$5.07M	Sell	81,618 -411	-0.5%	-$28.3K	0.3%	59
2022 Q2	$5.3M	Sell	82,029 -1,655	-2%	-$118K	0.3%	59
2022 Q1	$6.53M	Buy	83,684 +831	+1%	+$64K	0.31%	59
2021 Q4	$6.88M	Buy	82,853 +993	+1%	+$81.5K	0.3%	63
2021 Q3	$6.4M	Sell	81,860 -21,423	-21%	-$1.72M	0.3%	62
2021 Q2	$8.18M	Sell	103,283 -895	-0.9%	-$69.4K	0.38%	47
2021 Q1	$7.7M	Sell	104,178 -4,852	-4%	-$351K	0.39%	49
2020 Q4	$7.47M	Sell	109,030 -15,948	-13%	-$1.02M	0.4%	48
2020 Q3	$7.17M	Sell	124,978 -1,888	-1%	-$107K	0.44%	49
2020 Q2	$6.8M	Sell	126,866 -1,264	-1%	-$63.4K	0.45%	51
2020 Q1	$5.53M	Buy	128,130 +3,689	+3%	+$203K	0.44%	50
2019 Q4	$7.42M	Sell	124,441 -1,901	-2%	-$109K	0.46%	46
2019 Q3	$7.07M	Sell	126,342 -68	-0.1%	-$3.8K	0.48%	46
2019 Q2	$7.06M	Sell	126,410 -1,955	-2%	-$107K	0.48%	45
2019 Q1	$6.92M	Sell	128,365 -2,609	-2%	-$135K	0.48%	46
2018 Q4	$6.09M	Buy	130,974 +58,114	+80%	+$2.93M	0.48%	49
2018 Q3	$4.02M	Sell	72,860 -8,604	-11%	-$472K	0.26%	74
2018 Q2	$4.32M	Buy	81,464 +412	+0.5%	+$21.7K	0.3%	62
2018 Q1	$4.18M	Sell	81,052 -15,304	-16%	-$806K	0.29%	66
2017 Q4	$5.01M	Sell	96,356 -9,740	-9%	-$494K	0.35%	54
2017 Q3	$5.23M	Sell	106,096 -5,928	-5%	-$286K	0.39%	53
2017 Q2	$5.38M	Sell	112,024 -7,476	-6%	-$354K	0.42%	50
2017 Q1	$5.59M	Buy	119,500 +15,384	+15%	+$713K	0.46%	49
2016 Q4	$4.66M	Buy	104,116 +41,684	+67%	+$1.82M	0.41%	50
2016 Q3	$2.72M	Buy	62,432 +33,196	+114%	+$1.44M	0.25%	87
2016 Q2	$1.23M	Sell	29,236 -2,424	-8%	-$100K	0.12%	136
2016 Q1	$1.29M	Sell	31,660 -356	-1%	-$13.5K	0.13%	131
2015 Q4	$1.28M	Buy	32,016 +14,300	+81%	+$583K	0.13%	137
2015 Q3	$689K	Sell	17,716 -3,588	-17%	-$149K	0.08%	176
2015 Q2	$907K	Buy	21,304 +668	+3%	+$29K	0.09%	164
2015 Q1	$893K	Sell	20,636 -1,416	-6%	-$60.2K	0.09%	164
2014 Q4	$921K	Sell	22,052 -6,068	-22%	-$246K	0.1%	155
2014 Q3	$1.11M	Buy	28,120 +2,808	+11%	+$113K	0.13%	127
2014 Q2	$1.03M	Buy	25,312 +888	+4%	+$34.6K	0.11%	142
2014 Q1	$945K	Sell	24,424 -2,040	-8%	-$77.3K	0.11%	148
2013 Q4	$992K	Buy	26,464 +740	+3%	+$26.7K	0.12%	139
2013 Q3	$894K	Buy	25,724 +2,576	+11%	+$88K	0.11%	147
2013 Q2	$752K	Buy	+23,148	New	+$750K	0.09%	155

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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