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

Ledyard National 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	$422K	Buy	3,828 +1,284	+50%	+$135K	0.03%	183
2026 Q1	$247K	Hold	2,544	–	–	0.02%	212
2025 Q4	$245K	Sell	2,544 -2,075	-45%	-$200K	0.02%	213
2025 Q3	$446K	Hold	4,619	–	–	0.04%	159
2025 Q2	$425K	Sell	4,619 -50	-1%	-$4.32K	0.04%	156
2025 Q1	$397K	Sell	4,669 -520	-10%	-$46.4K	0.04%	159
2024 Q4	$459K	Sell	5,189 -100	-2%	-$9.08K	0.04%	149
2024 Q3	$466K	Buy	5,289 +2,500	+90%	+$211K	0.04%	154
2024 Q2	$226K	Sell	2,789 -102	-4%	-$8.3K	0.02%	203
2024 Q1	$243K	Buy	2,891 +253	+10%	+$20K	0.02%	199
2023 Q4	$205K	Sell	2,638 -500	-16%	-$35.5K	0.02%	205
2023 Q3	$217K	Buy	+3,138	New	+$229K	0.02%	192
2021 Q3	–	Sell	-2,562	Closed	-$203K	–	240
2021 Q2	$203K	Buy	+2,562	New	+$199K	0.02%	236
2019 Q1	–	Sell	-2,092	Closed	-$97K	–	463
2018 Q4	$97K	Hold	2,092	–	–	0.01%	339
2018 Q3	$115K	Hold	2,092	–	–	0.01%	344
2018 Q2	$111K	Hold	2,092	–	–	0.01%	349
2018 Q1	$108K	Sell	2,092 -400	-16%	-$21.1K	0.01%	355
2017 Q4	$130K	Hold	2,492	–	–	0.02%	349
2017 Q3	$123K	Buy	2,492 +2,092	+523%	+$101K	0.02%	341
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	526
2017 Q1	$19K	Hold	400	–	–	﹤0.01%	529
2016 Q4	$18K	Hold	400	–	–	﹤0.01%	418
2016 Q3	$17K	Hold	400	–	–	﹤0.01%	428
2016 Q2	$17K	Hold	400	–	–	﹤0.01%	413
2016 Q1	$16K	Hold	400	–	–	﹤0.01%	475
2015 Q4	$16K	Hold	400	–	–	﹤0.01%	462
2015 Q3	$16K	Hold	400	–	–	﹤0.01%	442
2015 Q2	$17K	Hold	400	–	–	﹤0.01%	442
2015 Q1	$17K	Hold	400	–	–	﹤0.01%	425
2014 Q4	$17K	Hold	400	–	–	﹤0.01%	447
2014 Q3	$16K	Hold	400	–	–	﹤0.01%	410
2014 Q2	$16K	Hold	400	–	–	﹤0.01%	420
2014 Q1	$15K	Hold	400	–	–	﹤0.01%	412
2013 Q4	$15K	Hold	400	–	–	﹤0.01%	421
2013 Q3	$14K	Buy	+400	New	+$13.7K	﹤0.01%	334

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Ledyard National Bank's IWR Position: Q2 2026 in Review

Ledyard National Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 50% in Q2 2026, buying an estimated $135K and bringing the position to 3,828 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #183.

Ledyard National Bank first reported a position in IWR in Q3 2013 and has held it in 35 quarters since. The position peaked at $466K in Q3 2024. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ledyard National Bank held 3,828 shares of iShares Russell Mid-Cap ETF worth $422K as of Q2 2026.
Ledyard National Bank bought 1,284 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $135K.
iShares Russell Mid-Cap ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #183 holding.
Ledyard National Bank first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 35 quarters since.
Ledyard National Bank's iShares Russell Mid-Cap ETF position peaked at $466K in Q3 2024.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.