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New Covenant Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New Covenant Trust Company’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
2025
Q2 		– Sell
-3,239
Closed -$274K – 87
2025
Q1 		$274K Sell
3,239
-36
-1% -$3.21K 0.29% 65
2024
Q4 		$290K Sell
3,275
-55
-2% -$4.99K 0.29% 57
2024
Q3 		$293K Hold
3,330
– – 0.28% 61
2024
Q2 		$278K Buy
3,330
+82
+3% +$6.67K 0.32% 53
2024
Q1 		$273K Buy
+3,248
New +$257K 0.27% 58

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Covenant Trust Company's IWR Position: Q2 2025 in Review

New Covenant Trust Company sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 3,239 shares — an estimated $274K sold.

New Covenant Trust Company first reported a position in IWR in Q1 2024 and held it in 5 quarters. The position peaked at $293K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • New Covenant Trust Company reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • New Covenant Trust Company sold 3,239 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $274K.
  • New Covenant Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
  • New Covenant Trust Company's iShares Russell Mid-Cap ETF position peaked at $293K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on New Covenant Trust Company's 13F filing for Q2 2025, filed 17 Jul 2025.