Midwest Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Midwest Trust’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	$10M	Sell	91,053 -11,366	-11%	-$1.2M	0.11%	154
2026 Q1	$9.96M	Buy	102,419 +21,370	+26%	+$2.13M	0.12%	153
2025 Q4	$7.8M	Buy	81,049 +5,305	+7%	+$510K	0.1%	168
2025 Q3	$7.31M	Buy	75,744 +768	+1%	+$72.8K	0.1%	177
2025 Q2	$6.9M	Buy	+74,976	New	+$6.48M	0.1%	173

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

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

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

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

Midwest Trust's IWR Position: Q2 2026 in Review

Midwest Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $1.2M and leaving 91,053 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #154.

Midwest Trust first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Midwest Trust held 91,053 shares of iShares Russell Mid-Cap ETF worth $10M as of Q2 2026.
Midwest Trust sold 11,366 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.2M.
iShares Russell Mid-Cap ETF made up 0.11% of Midwest Trust's portfolio in Q2 2026, its #154 holding.
Midwest Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.