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Moody National Bank Trust Division’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moody National Bank Trust Division’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 		$11.6M Sell
105,466
-31,145
-23% -$3.28M 0.96% 15
2026
Q1 		$13.3M Sell
136,611
-1,036
-0.8% -$103K 1.26% 14
2025
Q4 		$13.3M Buy
137,647
+1,450
+1% +$139K 1.28% 15
2025
Q3 		$13.1M Sell
136,197
-505
-0.4% -$47.9K 1.11% 15
2025
Q2 		$12.6M Sell
136,702
-1,177
-0.9% -$102K 1.15% 13
2025
Q1 		$11.7M Sell
137,879
-845
-0.6% -$75.4K 1.22% 12
2024
Q4 		$12.3M Sell
138,724
-6,011
-4% -$546K 1.28% 13
2024
Q3 		$12.8M Sell
144,735
-356
-0.2% -$30K 1.37% 10
2024
Q2 		$11.8M Buy
145,091
+31,305
+28% +$2.55M 0.91% 9
2024
Q1 		$9.57M Sell
113,786
-152
-0.1% -$12K 0.75% 9
2023
Q4 		$8.86M Buy
113,938
+4,011
+4% +$285K 0.69% 11
2023
Q3 		$7.61M Sell
109,927
-143
-0.1% -$10.4K 0.49% 22
2023
Q2 		$8.04M Buy
110,070
+7,119
+7% +$495K 0.55% 20
2023
Q1 		$7.2M Buy
102,951
+10,773
+12% +$761K 0.62% 19
2022
Q4 		$6.22M Buy
92,178
+3,861
+4% +$260K 0.54% 24
2022
Q3 		$5.49M Buy
88,317
+36,435
+70% +$2.51M 0.57% 25
2022
Q2 		$3.35M Buy
51,882
+432
+0.8% +$30.8K 0.35% 46
2022
Q1 		$4.01M Buy
51,450
+1,072
+2% +$82.5K 0.12% 54
2021
Q4 		$4.18M Sell
50,378
-1,336
-3% -$110K 0.12% 63
2021
Q3 		$4.04M Sell
51,714
-3,505
-6% -$281K 0.06% 188
2021
Q2 		$4.38M Buy
55,219
+24,026
+77% +$1.86M 0.09% 188
2021
Q1 		$2.31M Buy
+31,193
New +$2.25M 0.05% 218

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
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
Commonwealth Equity Services
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Moody National Bank Trust Division's IWR Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its iShares Russell Mid-Cap ETF (IWR) stake by 23% in Q2 2026, selling an estimated $3.28M and leaving 105,466 shares worth $11.6M. The position accounts for 0.96% of the portfolio, ranked #15.

Moody National Bank Trust Division first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.3M in Q1 2026. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Moody National Bank Trust Division held 105,466 shares of iShares Russell Mid-Cap ETF worth $11.6M as of Q2 2026.
  • Moody National Bank Trust Division sold 31,145 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Russell Mid-Cap ETF made up 0.96% of Moody National Bank Trust Division's portfolio in Q2 2026, its #15 holding.
  • Moody National Bank Trust Division first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Moody National Bank Trust Division's iShares Russell Mid-Cap ETF position peaked at $13.3M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.