Old National Bancorp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Old National Bancorp’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	$13.9M	Sell	126,173 -6,053	-5%	-$637K	0.28%	61
2026 Q1	$12.9M	Buy	132,226 +751	+0.6%	+$75K	0.22%	82
2025 Q4	$12.7M	Sell	131,475 -2,391	-2%	-$230K	0.21%	73
2025 Q3	$12.9M	Sell	133,866 -2,094	-2%	-$198K	0.22%	73
2025 Q2	$12.5M	Buy	135,960 +20,349	+18%	+$1.76M	0.22%	78
2025 Q1	$9.84M	Sell	115,611 -915	-0.8%	-$81.6K	0.26%	92
2024 Q4	$10.3M	Sell	116,526 -6,411	-5%	-$582K	0.24%	99
2024 Q3	$10.8M	Sell	122,937 -15,670	-11%	-$1.32M	0.25%	89
2024 Q2	$11.2M	Sell	138,607 -4,309	-3%	-$351K	0.26%	86
2024 Q1	$12M	Sell	142,916 -5,213	-4%	-$413K	0.29%	87
2023 Q4	$11.5M	Sell	148,129 -4,588	-3%	-$326K	0.3%	80
2023 Q3	$10.6M	Sell	152,717 -4,114	-3%	-$300K	0.31%	78
2023 Q2	$11.5M	Sell	156,831 -1,514	-1%	-$105K	0.33%	75
2023 Q1	$11.1M	Sell	158,345 -3,046	-2%	-$215K	0.34%	77
2022 Q4	$10.9M	Buy	161,391 +868	+0.5%	+$58.5K	0.34%	75
2022 Q3	$9.98M	Buy	160,523 +13,005	+9%	+$895K	0.34%	75
2022 Q2	$9.54M	Buy	147,518 +43,279	+42%	+$3.08M	0.32%	79
2022 Q1	$8.13M	Sell	104,239 -3,818	-4%	-$294K	0.3%	85
2021 Q4	$8.97M	Sell	108,057 -7,833	-7%	-$643K	0.32%	76
2021 Q3	$9.06M	Buy	115,890 +5,898	+5%	+$472K	0.34%	73
2021 Q2	$8.71M	Sell	109,992 -542	-0.5%	-$42K	0.32%	77
2021 Q1	$8.17M	Sell	110,534 -2,953	-3%	-$213K	0.32%	79
2020 Q4	$7.78M	Sell	113,487 -70	-0.1%	-$4.46K	0.33%	78
2020 Q3	$6.51M	Sell	113,557 -10,637	-9%	-$606K	0.31%	83
2020 Q2	$6.66M	Buy	124,194 +3,025	+2%	+$152K	0.34%	82
2020 Q1	$5.23M	Buy	121,169 +6,402	+6%	+$352K	0.32%	85
2019 Q4	$6.84M	Sell	114,767 -2,094	-2%	-$120K	0.34%	86
2019 Q3	$6.54M	Buy	116,861 +958	+0.8%	+$53.6K	0.33%	88
2019 Q2	$6.47M	Buy	115,903 +5,057	+5%	+$277K	0.33%	85
2019 Q1	$5.98M	Buy	110,846 +31,837	+40%	+$1.65M	0.31%	89
2018 Q4	$3.67M	Buy	79,009 +1,645	+2%	+$83K	0.2%	115
2018 Q3	$4.26M	Sell	77,364 -112,640	-59%	-$6.17M	0.21%	119
2018 Q2	$10.1M	Buy	190,004 +95,132	+100%	+$5.01M	0.52%	53
2018 Q1	$4.9M	Sell	94,872 -1,776	-2%	-$93.6K	0.26%	104
2017 Q4	$5.03M	Buy	96,648 +14,704	+18%	+$746K	0.26%	102
2017 Q3	$4.04M	Buy	81,944 +3,276	+4%	+$158K	0.22%	113
2017 Q2	$3.78M	Buy	78,668 +20,104	+34%	+$953K	0.21%	115
2017 Q1	$2.74M	Buy	58,564 +5,420	+10%	+$251K	0.15%	128
2016 Q4	$2.38M	Buy	53,144 +4,580	+9%	+$200K	0.14%	135
2016 Q3	$2.12M	Sell	48,564 -1,108	-2%	-$48K	0.12%	138
2016 Q2	$2.09M	Buy	49,672 +3,496	+8%	+$144K	0.12%	137
2016 Q1	$1.88M	Buy	46,176 +16,812	+57%	+$640K	0.11%	141
2015 Q4	$1.18M	Buy	29,364 +3,700	+14%	+$151K	0.07%	197
2015 Q3	$998K	Buy	25,664 +2,268	+10%	+$93.9K	0.06%	215
2015 Q2	$996K	Buy	23,396 +5,244	+29%	+$228K	0.06%	226
2015 Q1	$786K	Buy	+18,152	New	+$772K	0.04%	262

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return