Israel Discount Bank of New York’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Israel Discount Bank of New York’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	$306K	Sell	2,775 -340	-11%	-$35.8K	0.57%	35
2026 Q1	$303K	Buy	3,115 +189	+6%	+$18.9K	0.66%	29
2025 Q4	$282K	Sell	2,926 -2,089	-42%	-$201K	0.77%	31
2025 Q3	$484K	Sell	5,015 -397	-7%	-$37.6K	1.43%	23
2025 Q2	$498K	Sell	5,412 -717	-12%	-$61.9K	1.89%	16
2025 Q1	$521K	Sell	6,129 -3,392	-36%	-$303K	0.4%	19
2024 Q4	$842K	Sell	9,521 -914	-9%	-$83K	0.61%	19
2024 Q3	$920K	Sell	10,435 -698	-6%	-$58.8K	1.37%	16
2024 Q2	$903K	Sell	11,133 -4,419	-28%	-$360K	1.44%	16
2024 Q1	$1.31M	Sell	15,552 -17,662	-53%	-$1.4M	1.63%	17
2023 Q4	$2.58M	Sell	33,214 -1,190	-3%	-$84.5K	2.02%	14
2023 Q3	$2.38M	Sell	34,404 -245	-0.7%	-$17.9K	1.98%	15
2023 Q2	$2.53M	Sell	34,649 -3,883	-10%	-$270K	2.01%	15
2023 Q1	$2.69M	Sell	38,532 -960	-2%	-$67.8K	2.02%	14
2022 Q4	$2.66M	Sell	39,492 -2,430	-6%	-$164K	2.25%	11
2022 Q3	$2.6M	Buy	41,922 +445	+1%	+$30.6K	2.15%	12
2022 Q2	$2.68M	Sell	41,477 -1,434	-3%	-$102K	2.04%	12
2022 Q1	$3.35M	Buy	42,911 +2,016	+5%	+$155K	2.2%	12
2021 Q4	$3.4M	Sell	40,895 -25	-0.1%	-$2.05K	2.1%	11
2021 Q3	$3.2M	Buy	+40,920	New	+$3.28M	2.16%	9
2021 Q1	$2.86M	Sell	38,735 -4,051	-9%	-$293K	2.21%	9
2020 Q4	$2.93M	Sell	42,786 -9,332	-18%	-$594K	2.14%	9
2020 Q3	$2.99M	Sell	52,118 -7,301	-12%	-$416K	1.94%	12
2020 Q2	$3.19M	Sell	59,419 -28,851	-33%	-$1.45M	2.17%	11
2020 Q1	$3.81M	Sell	88,270 -7,916	-8%	-$436K	2.93%	7
2019 Q4	$5.74M	Buy	96,186 +8,726	+10%	+$501K	3.75%	7
2019 Q3	$4.89M	Buy	87,460 +6,161	+8%	+$344K	3.59%	7
2019 Q2	$4.54M	Sell	81,299 -33,734	-29%	-$1.85M	3.44%	7
2019 Q1	$6.21M	Sell	115,033 -4,673	-4%	-$242K	4.24%	6
2018 Q4	$5.56M	Buy	119,706 +1,062	+0.9%	+$53.6K	4.27%	6
2018 Q3	$6.54M	Buy	118,644 +8,664	+8%	+$475K	4.28%	6
2018 Q2	$5.83M	Buy	109,980 +13,028	+13%	+$686K	3.85%	6
2018 Q1	$5M	Buy	96,952 +3,268	+3%	+$172K	3.33%	6
2017 Q4	$4.88M	Sell	93,684 -1,480	-2%	-$75.1K	3.38%	6
2017 Q3	$4.69M	Sell	95,164 -5,648	-6%	-$273K	3.51%	6
2017 Q2	$4.84M	Sell	100,812 -8,748	-8%	-$415K	3.88%	5
2017 Q1	$5.13M	Buy	109,560 +12,808	+13%	+$594K	4.2%	4
2016 Q4	$4.33M	Buy	+96,752	New	+$4.23M	3.91%	6

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

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

Israel Discount Bank of New York's IWR Position: Q2 2026 in Review

Israel Discount Bank of New York reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $35.8K and leaving 2,775 shares worth $306K. The position accounts for 0.57% of the portfolio, ranked #35.

Israel Discount Bank of New York first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.54M in Q3 2018. 1,316 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Israel Discount Bank of New York held 2,775 shares of iShares Russell Mid-Cap ETF worth $306K as of Q2 2026.
Israel Discount Bank of New York sold 340 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $35.8K.
iShares Russell Mid-Cap ETF made up 0.57% of Israel Discount Bank of New York's portfolio in Q2 2026, its #35 holding.
Israel Discount Bank of New York first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
Israel Discount Bank of New York's iShares Russell Mid-Cap ETF position peaked at $6.54M in Q3 2018.
1,316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.