MBT
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Montecito Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Montecito Bank & 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 		$2.08M Buy
18,844
+4
+0% +$421 0.31% 72
2026
Q1 		$1.83M Sell
18,840
-437
-2% -$43.7K 0.3% 74
2025
Q4 		$1.86M Sell
19,277
-32
-0.2% -$3.08K 0.3% 72
2025
Q3 		$1.86M Buy
+19,309
New +$1.83M 0.29% 78
2025
Q1 		$1.24M Sell
14,570
-265
-2% -$23.6K 0.22% 106
2024
Q4 		$1.31M Sell
14,835
-237
-2% -$21.5K 0.23% 99
2024
Q3 		$1.33M Buy
15,072
+371
+3% +$31.3K 0.23% 101
2024
Q2 		$1.19M Sell
14,701
-6,062
-29% -$493K 0.24% 96
2024
Q1 		$1.75M Buy
20,763
+102
+0.5% +$8.08K 0.35% 66
2023
Q4 		$1.61M Sell
20,661
-3,048
-13% -$217K 0.35% 64
2023
Q3 		$1.64M Sell
23,709
-1,181
-5% -$86.2K 0.38% 61
2023
Q2 		$1.82M Sell
24,890
-390
-2% -$27.1K 0.41% 56
2023
Q1 		$1.77M Sell
25,280
-1,108
-4% -$78.2K 0.42% 58
2022
Q4 		$1.78M Sell
26,388
-134
-0.5% -$9.04K 0.43% 57
2022
Q3 		$1.65M Buy
26,522
+4,226
+19% +$291K 0.43% 59
2022
Q2 		$1.44M Sell
22,296
-74
-0.3% -$5.27K 0.34% 72
2022
Q1 		$1.75M Sell
22,370
-326
-1% -$25.1K 0.33% 72
2021
Q4 		$1.88M Sell
22,696
-195
-0.9% -$16K 0.33% 72
2021
Q3 		$1.79M Buy
22,891
+620
+3% +$49.7K 0.35% 69
2021
Q2 		$1.76M Buy
22,271
+1,960
+10% +$152K 0.34% 72
2021
Q1 		$1.5M Sell
20,311
-1,197
-6% -$86.5K 0.31% 76
2020
Q4 		$1.47M Sell
21,508
-2,641
-11% -$168K 0.32% 72
2020
Q3 		$1.39M Sell
24,149
-600
-2% -$34.2K 0.35% 72
2020
Q2 		$1.33M Sell
24,749
-3,800
-13% -$190K 0.36% 71
2020
Q1 		$1.23M Sell
28,549
-7,155
-20% -$394K 0.4% 61
2019
Q4 		$2.13M Buy
35,704
+310
+0.9% +$17.8K 0.57% 42
2019
Q3 		$1.98M Sell
35,394
-2,262
-6% -$126K 0.59% 39
2019
Q2 		$2.1M Sell
37,656
-158
-0.4% -$8.67K 0.64% 36
2019
Q1 		$2.04M Sell
37,814
-1,783
-5% -$92.4K 0.62% 40
2018
Q4 		$1.84M Sell
39,597
-20,075
-34% -$1.01M 0.64% 37
2018
Q3 		$3.29M Sell
59,672
-1,672
-3% -$91.6K 0.98% 23
2018
Q2 		$3.25M Buy
61,344
+4,444
+8% +$234K 1.04% 22
2018
Q1 		$2.94M Buy
56,900
+21,224
+59% +$1.12M 0.96% 24
2017
Q4 		$1.86M Sell
35,676
-132
-0.4% -$6.7K 0.6% 29
2017
Q3 		$1.76M Sell
35,808
-12,464
-26% -$602K 0.61% 26
2017
Q2 		$2.32M Sell
48,272
-4,896
-9% -$232K 0.83% 21
2017
Q1 		$2.49M Buy
53,168
+14,592
+38% +$676K 0.91% 23
2016
Q4 		$1.73M Buy
38,576
+15,844
+70% +$693K 0.6% 37
2016
Q3 		$991K Buy
+22,732
New +$985K 0.41% 62

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Montecito Bank & Trust's IWR Position: Q2 2026 in Review

Montecito Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.02% in Q2 2026, buying an estimated $421 and bringing the position to 18,844 shares worth $2.08M. The position accounts for 0.31% of the portfolio, ranked #72.

Montecito Bank & Trust first reported a position in IWR in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.29M in Q3 2018. 312 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Montecito Bank & Trust held 18,844 shares of iShares Russell Mid-Cap ETF worth $2.08M as of Q2 2026.
  • Montecito Bank & Trust bought 4 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $421.
  • iShares Russell Mid-Cap ETF made up 0.31% of Montecito Bank & Trust's portfolio in Q2 2026, its #72 holding.
  • Montecito Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Montecito Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $3.29M in Q3 2018.
  • 312 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.