Independence Bank of Kentucky’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
Q2 | $9.46M | Sell |
85,740
-3,556
| -4% | -$374K | 1.07% | 18 |
|
|
2026
Q1 | $8.68M | Buy |
89,296
+1,619
| +2% | +$162K | 1.1% | 17 |
|
|
2025
Q4 | $8.44M | Buy |
87,677
+2,938
| +3% | +$282K | 1.05% | 17 |
|
|
2025
Q3 | $8.18M | Sell |
84,739
-1,559
| -2% | -$148K | 1.05% | 17 |
|
|
2025
Q2 | $7.94M | Sell |
86,298
-1,941
| -2% | -$168K | 1.12% | 14 |
|
|
2025
Q1 | $7.51M | Sell |
88,239
-3,935
| -4% | -$351K | 1.17% | 12 |
|
|
2024
Q4 | $8.15M | Sell |
92,174
-1,113
| -1% | -$101K | 1.25% | 12 |
|
|
2024
Q3 | $8.22M | Buy |
93,287
+14,215
| +18% | +$1.2M | 1.77% | 9 |
|
|
2024
Q2 | $6.41M | Buy |
79,072
+9,974
| +14% | +$812K | 1.7% | 9 |
|
|
2024
Q1 | $5.81M | Buy |
69,098
+6,688
| +11% | +$530K | 1.74% | 9 |
|
|
2023
Q4 | $4.85M | Sell |
62,410
-22
| -0% | -$1.56K | 1.7% | 10 |
|
|
2023
Q3 | $4.32M | Sell |
62,432
-533
| -0.8% | -$38.9K | 1.83% | 8 |
|
|
2023
Q2 | $4.6M | Buy |
62,965
+6,816
| +12% | +$474K | 1.86% | 8 |
|
|
2023
Q1 | $3.93M | Buy |
56,149
+126
| +0.2% | +$8.9K | 1.71% | 8 |
|
|
2022
Q4 | $3.78M | Buy |
56,023
+1,874
| +3% | +$126K | 1.7% | 8 |
|
|
2022
Q3 | $3.37M | Buy |
54,149
+367
| +0.7% | +$25.2K | 1.66% | 9 |
|
|
2022
Q2 | $3.48M | Buy |
53,782
+2,614
| +5% | +$186K | 1.56% | 11 |
|
|
2022
Q1 | $3.99M | Buy |
51,168
+8,224
| +19% | +$633K | 1.58% | 10 |
|
|
2021
Q4 | $3.56M | Buy |
42,944
+835
| +2% | +$68.5K | 1.46% | 14 |
|
|
2021
Q3 | $3.29M | Buy |
42,109
+4,539
| +12% | +$364K | 1.42% | 17 |
|
|
2021
Q2 | $2.98M | Buy |
37,570
+4,298
| +13% | +$333K | 1.32% | 19 |
|
|
2021
Q1 | $2.46M | Buy |
33,272
+2,726
| +9% | +$197K | 1.2% | 23 |
|
|
2020
Q4 | $2.09M | Sell |
30,546
-363
| -1% | -$23.1K | 1.09% | 25 |
|
|
2020
Q3 | $1.77M | Buy |
30,909
+9,817
| +47% | +$559K | 1.01% | 29 |
|
|
2020
Q2 | $1.13M | Buy |
21,092
+8,760
| +71% | +$439K | 0.73% | 48 |
|
|
2020
Q1 | $532K | Sell |
12,332
-1,135
| -8% | -$62.5K | 0.42% | 68 |
|
|
2019
Q4 | $803K | Buy |
13,467
+750
| +6% | +$43.1K | 0.52% | 55 |
|
|
2019
Q3 | $712K | Buy |
12,717
+1,340
| +12% | +$74.9K | 0.51% | 56 |
|
|
2019
Q2 | $636K | Buy |
11,377
+5,220
| +85% | +$286K | 0.5% | 56 |
|
|
2019
Q1 | $332K | Buy |
6,157
+3,860
| +168% | +$200K | 0.27% | 77 |
|
|
2018
Q4 | $107K | Buy |
2,297
+2,045
| +812% | +$103K | 0.1% | 127 |
|
|
2018
Q3 | $14K | Hold |
252
| – | – | 0.01% | 258 |
|
|
2018
Q2 | $13K | Hold |
252
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $13K | Buy |
252
+140
| +125% | +$7.38K | 0.01% | 255 |
|
|
2017
Q4 | $6K | Buy |
+112
| New | +$5.68K | 0.01% | 281 |
|
Other funds holding IWR
ANTB
JIC
OC
Independence Bank of Kentucky's IWR Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4% in Q2 2026, selling an estimated $374K and leaving 85,740 shares worth $9.46M. The position accounts for 1.07% of the portfolio, ranked #18.
Independence Bank of Kentucky first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Independence Bank of Kentucky held 85,740 shares of iShares Russell Mid-Cap ETF worth $9.46M as of Q2 2026.
- Independence Bank of Kentucky sold 3,556 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $374K.
- iShares Russell Mid-Cap ETF made up 1.07% of Independence Bank of Kentucky's portfolio in Q2 2026, its #18 holding.
- Independence Bank of Kentucky first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.