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 Q3	$11.2M	Sell	104,565 -901	-0.9%	-$99.7K	0.92%	17
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Moody National Bank Trust Division's IWR Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.85% in Q3 2026, selling an estimated $99.7K and leaving 104,565 shares worth $11.2M. The position accounts for 0.92% of the portfolio, ranked #17.

Moody National Bank Trust Division first reported a position in IWR in Q1 2021 and has held it in 23 quarters since. The position peaked at $13.3M in Q1 2026. 74 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Moody National Bank Trust Division held 104,565 shares of iShares Russell Mid-Cap ETF worth $11.2M as of Q3 2026.
Moody National Bank Trust Division sold 901 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $99.7K.
iShares Russell Mid-Cap ETF made up 0.92% of Moody National Bank Trust Division's portfolio in Q3 2026, its #17 holding.
Moody National Bank Trust Division first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
Moody National Bank Trust Division's iShares Russell Mid-Cap ETF position peaked at $13.3M in Q1 2026.
74 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.