Indiana Trust & Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Indiana Trust & Investment Management’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	$2.72M	Buy	24,651 +36	+0.1%	+$3.79K	0.74%	27
2026 Q1	$2.39M	Sell	24,615 -650	-3%	-$64.9K	0.74%	24
2025 Q4	$2.43M	Sell	25,265 -160	-0.6%	-$15.4K	0.72%	23
2025 Q3	$2.45M	Hold	25,425	–	–	0.75%	22
2025 Q2	$2.34M	Hold	25,425	–	–	0.77%	21
2025 Q1	$2.16M	Hold	25,425	–	–	0.78%	24
2024 Q4	$2.25M	Sell	25,425 -24	-0.1%	-$2.18K	0.77%	24
2024 Q3	$2.24M	Sell	25,449 -1,578	-6%	-$133K	0.77%	26
2024 Q2	$2.19M	Hold	27,027	–	–	0.8%	21
2024 Q1	$2.27M	Hold	27,027	–	–	0.92%	22
2023 Q4	$2.1M	Sell	27,027 -1,463	-5%	-$104K	0.95%	24
2023 Q3	$1.97M	Buy	+28,490	New	+$2.08M	1%	22

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Indiana Trust & Investment Management's IWR Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.15% in Q2 2026, buying an estimated $3.79K and bringing the position to 24,651 shares worth $2.72M. The position accounts for 0.74% of the portfolio, ranked #27.

Indiana Trust & Investment Management first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 750 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Indiana Trust & Investment Management held 24,651 shares of iShares Russell Mid-Cap ETF worth $2.72M as of Q2 2026.
Indiana Trust & Investment Management bought 36 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.79K.
iShares Russell Mid-Cap ETF made up 0.74% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #27 holding.
Indiana Trust & Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
750 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.