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

Northwest 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
2024
Q4 		$30.6K Hold
320
– – 0.02% 132
2024
Q3 		$28.2K Hold
320
– – 0.02% 135
2024
Q2 		$25.9K Hold
320
– – 0.02% 136
2024
Q1 		$25.5K Sell
320
-2,000
-86% -$158K 0.02% 132
2023
Q4 		$180K Buy
+2,320
New +$165K 0.16% 84
2023
Q2 		$169K Buy
+2,320
New +$161K 0.16% 78

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Bank & Trust's IWR Position: Q4 2024 in Review

Northwest Bank & Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 320 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #132.

Northwest Bank & Trust first reported a position in IWR in Q2 2023 and has held it in 6 quarters since. The position peaked at $180K in Q4 2023. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Northwest Bank & Trust held 320 shares of iShares Russell Mid-Cap ETF worth $30.6K as of Q4 2024.
  • Northwest Bank & Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap ETF made up 0.02% of Northwest Bank & Trust's portfolio in Q4 2024, its #132 holding.
  • Northwest Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 6 quarters since.
  • Northwest Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $180K in Q4 2023.
  • 1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.