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North Dallas Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

North Dallas Bank & 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 		$223K Buy
+2,020
New +$212K 0.13% 108
2026
Q1 		– Sell
-2,090
Closed -$201K – 113
2025
Q4 		$201K Buy
+2,090
New +$201K 0.13% 109

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

North Dallas Bank & Trust's IWR Position: Q2 2026 in Review

North Dallas Bank & Trust opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,020 shares worth $223K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings. This is a return to the name: North Dallas Bank & Trust previously reported a position in IWR as recently as Q4 2025.

North Dallas Bank & Trust first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • North Dallas Bank & Trust held 2,020 shares of iShares Russell Mid-Cap ETF worth $223K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new North Dallas Bank & Trust position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.13% of North Dallas Bank & Trust's portfolio in Q2 2026, its #108 holding.
  • North Dallas Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.