Mechanics Financial Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mechanics Financial Corp’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 Q1	–	Sell	-1,127	Closed	-$108K	–	238
2025 Q4	$108K	Hold	1,127	–	–	0.04%	138
2025 Q3	$109K	Sell	1,127 -104	-8%	-$9.86K	0.04%	138
2025 Q2	$113K	Sell	1,231 -200	-14%	-$17.3K	0.05%	135
2025 Q1	$122K	Hold	1,431	–	–	0.06%	133
2024 Q4	$127K	Hold	1,431	–	–	0.06%	128
2024 Q3	$126K	Sell	1,431 -62	-4%	-$5.22K	0.06%	132
2024 Q2	$121K	Sell	1,493 -61	-4%	-$4.96K	0.06%	134
2024 Q1	$131K	Sell	1,554 -250	-14%	-$19.8K	0.07%	128
2023 Q4	$140K	Hold	1,804	–	–	0.08%	121
2023 Q3	$125K	Hold	1,804	–	–	0.07%	121
2023 Q2	$132K	Sell	1,804 -300	-14%	-$20.9K	0.07%	125
2023 Q1	$147K	Hold	2,104	–	–	0.09%	121
2022 Q4	$142K	Hold	2,104	–	–	0.08%	124
2022 Q3	$131K	Sell	2,104 -624	-23%	-$42.9K	0.09%	121
2022 Q2	$176K	Hold	2,728	–	–	0.11%	113
2022 Q1	$213K	Hold	2,728	–	–	0.11%	110
2021 Q4	$226K	Buy	+2,728	New	+$224K	0.11%	108

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mechanics Financial Corp's IWR Position: Q1 2026 in Review

Mechanics Financial Corp sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 1,127 shares — an estimated $108K sold.

Mechanics Financial Corp first reported a position in IWR in Q4 2021 and held it in 17 quarters. The position peaked at $226K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Mechanics Financial Corp reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Mechanics Financial Corp sold 1,127 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $108K.
Mechanics Financial Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 17 quarters.
Mechanics Financial Corp's iShares Russell Mid-Cap ETF position peaked at $226K in Q4 2021.
1,525 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.