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

New Hampshire 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	$509K	Sell	4,611 -458	-9%	-$48.2K	0.1%	121
2026 Q1	$493K	Hold	5,069	–	–	0.1%	116
2025 Q4	$488K	Hold	5,069	–	–	0.1%	119
2025 Q3	$489K	Hold	5,069	–	–	0.09%	123
2025 Q2	$466K	Hold	5,069	–	–	0.1%	116
2025 Q1	$431K	Buy	+5,069	New	+$452K	0.1%	121
2023 Q2	–	Sell	-1,900	Closed	-$133K	–	254
2023 Q1	$133K	Hold	1,900	–	–	0.04%	200
2022 Q4	$128K	Buy	+1,900	New	+$128K	0.03%	197

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

New Hampshire Trust's IWR Position: Q2 2026 in Review

New Hampshire Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9% in Q2 2026, selling an estimated $48.2K and leaving 4,611 shares worth $509K. The position accounts for 0.1% of the portfolio, ranked #121.

New Hampshire Trust first reported a position in IWR in Q4 2022 and has held it in 8 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

New Hampshire Trust held 4,611 shares of iShares Russell Mid-Cap ETF worth $509K as of Q2 2026.
New Hampshire Trust sold 458 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $48.2K.
iShares Russell Mid-Cap ETF made up 0.1% of New Hampshire Trust's portfolio in Q2 2026, its #121 holding.
New Hampshire Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.