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Nixon Peabody Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nixon Peabody 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 		$366K Buy
3,319
+775
+30% +$81.5K 0.03% 145
2026
Q1 		$247K Sell
2,544
-100
-4% -$9.99K 0.02% 147
2025
Q4 		$255K Sell
2,644
-206
-7% -$19.8K 0.02% 143
2025
Q3 		$275K Sell
2,850
-500
-15% -$47.4K 0.02% 134
2025
Q2 		$308K Sell
3,350
-35
-1% -$3.02K 0.02% 132
2025
Q1 		$288K Sell
3,385
-115
-3% -$10.3K 0.02% 135
2024
Q4 		$309K Buy
+3,500
New +$318K 0.03% 122
2022
Q2 		– Sell
-8,525
Closed -$665K – 77
2022
Q1 		$665K Hold
8,525
– – 0.23% 58
2021
Q4 		$708K Buy
8,525
+200
+2% +$16.4K 0.21% 58
2021
Q3 		$651K Hold
8,325
– – 0.24% 58
2021
Q2 		$660K Hold
8,325
– – 0.25% 53
2021
Q1 		$615K Sell
8,325
-5,305
-39% -$383K 0.25% 55
2020
Q4 		$934K Hold
13,630
– – 0.39% 49
2020
Q3 		$782K Buy
13,630
+350
+3% +$19.9K 0.36% 50
2020
Q2 		$712K Hold
13,280
– – 0.36% 54
2020
Q1 		$573K Buy
13,280
+25
+0.2% +$1.38K 0.35% 56
2019
Q4 		$790K Buy
13,255
+55
+0.4% +$3.16K 0.39% 51
2019
Q3 		$739K Hold
13,200
– – 0.39% 53
2019
Q2 		$737K Hold
13,200
– – 0.42% 54
2019
Q1 		$712K Buy
13,200
+500
+4% +$25.9K 0.47% 55
2018
Q4 		$590K Buy
12,700
+1,640
+15% +$82.7K 0.46% 59
2018
Q3 		$610K Sell
11,060
-1,940
-15% -$106K 0.42% 59
2018
Q2 		$689K Buy
+13,000
New +$684K 0.53% 57

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

Nixon Peabody Trust's IWR Position: Q2 2026 in Review

Nixon Peabody Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 30% in Q2 2026, buying an estimated $81.5K and bringing the position to 3,319 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #145.

Nixon Peabody Trust first reported a position in IWR in Q2 2018 and has held it in 23 quarters since. The position peaked at $934K in Q4 2020. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Nixon Peabody Trust held 3,319 shares of iShares Russell Mid-Cap ETF worth $366K as of Q2 2026.
  • Nixon Peabody Trust bought 775 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $81.5K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Nixon Peabody Trust's portfolio in Q2 2026, its #145 holding.
  • Nixon Peabody Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 23 quarters since.
  • Nixon Peabody Trust's iShares Russell Mid-Cap ETF position peaked at $934K in Q4 2020.
  • 728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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