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Old Point Trust & Financial Services N A’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q3 		– Sell
-92
Closed -$8.46K – 312
2025
Q2 		$8.46K Hold
92
– – ﹤0.01% 272
2025
Q1 		$7.83K Buy
+92
New +$8.21K ﹤0.01% 296

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Old Point Trust & Financial Services N A's IWR Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 92 shares — an estimated $8.46K sold.

Old Point Trust & Financial Services N A first reported a position in IWR in Q1 2025 and held it in 2 quarters. The position peaked at $8.46K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 92 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $8.46K.
  • Old Point Trust & Financial Services N A first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's iShares Russell Mid-Cap ETF position peaked at $8.46K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.