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Patriot Financial Group Insurance Agency’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Patriot Financial Group Insurance Agency’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 		$517K Sell
4,693
-3,131
-40% -$329K 0.05% 305
2026
Q1 		$761K Buy
7,824
+3,995
+104% +$399K 0.04% 351
2025
Q4 		$369K Sell
3,829
-388
-9% -$37.3K 0.04% 348
2025
Q3 		$407K Sell
4,217
-263
-6% -$24.9K 0.05% 326
2025
Q2 		$412K Buy
4,480
+234
+6% +$20.2K 0.05% 346
2025
Q1 		$361K Sell
4,246
-323
-7% -$28.8K 0.05% 349
2024
Q4 		$404K Sell
4,569
-26
-0.6% -$2.36K 0.05% 317
2024
Q3 		$405K Buy
4,595
+362
+9% +$30.5K 0.05% 322
2024
Q2 		$343K Sell
4,233
-7
-0.2% -$570 0.05% 340
2024
Q1 		$357K Buy
4,240
+111
+3% +$8.8K 0.06% 324
2023
Q4 		$321K Sell
4,129
-13,613
-77% -$967K 0.06% 320
2023
Q3 		$1.23M Buy
17,742
+587
+3% +$42.8K 0.25% 97
2023
Q2 		$1.25M Buy
17,155
+36
+0.2% +$2.5K 0.24% 103
2023
Q1 		$1.2M Sell
17,119
-298
-2% -$21K 0.24% 99
2022
Q4 		$1.17M Buy
17,417
+135
+0.8% +$9.1K 0.16% 85
2022
Q3 		$1.07M Sell
17,282
-1,538
-8% -$106K 0.26% 87
2022
Q2 		$1.22M Buy
18,820
+84
+0.4% +$5.98K 0.25% 83
2022
Q1 		$1.46M Sell
18,736
-146
-0.8% -$11.2K 0.26% 85
2021
Q4 		$1.57M Buy
18,882
+597
+3% +$49K 0.26% 82
2021
Q3 		$1.43M Buy
18,285
+1
+0% +$80 0.25% 90
2021
Q2 		$1.45M Buy
18,284
+61
+0.3% +$4.73K 0.26% 84
2021
Q1 		$1.35M Sell
18,223
-400
-2% -$28.9K 0.31% 63
2020
Q4 		$1.28M Buy
18,623
+46
+0.2% +$2.93K 0.32% 60
2020
Q3 		$1.07M Buy
18,577
+61
+0.3% +$3.47K 0.35% 56
2020
Q2 		$992K Sell
18,516
-2,046
-10% -$103K 0.38% 53
2020
Q1 		$888K Sell
20,562
-3,614
-15% -$199K 0.41% 50
2019
Q4 		$1.14M Buy
24,176
+663
+3% +$38.1K 0.43% 42
2019
Q3 		$1.32M Hold
23,513
– – 0.59% 29
2019
Q2 		$1.32M Buy
23,513
+5,664
+32% +$311K 0.57% 31
2019
Q1 		$963K Buy
17,849
+3,237
+22% +$168K 0.49% 36
2018
Q4 		$679K Hold
14,612
– – 0.45% 39
2018
Q3 		$805K Sell
14,612
-5,956
-29% -$326K 0.48% 27
2018
Q2 		$1.09M Sell
20,568
-4,280
-17% -$225K 1.17% 15
2018
Q1 		$1.25M Buy
24,848
+16
+0.1% +$843 0.93% 17
2017
Q4 		$1.32M Buy
24,832
+12
+0% +$609 0.99% 16
2017
Q3 		$1.24M Buy
24,820
+28
+0.1% +$1.35K 1.1% 13
2017
Q2 		$1.18M Hold
24,792
– – 1.23% 12
2017
Q1 		$1.15M Buy
24,792
+10,336
+71% +$479K 1.21% 13
2016
Q4 		$657K Buy
+14,456
New +$632K 0.9% 16

Other funds holding IWR

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q2 2026, selling an estimated $329K and leaving 4,693 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #305.

Patriot Financial Group Insurance Agency first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.57M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,693 shares of iShares Russell Mid-Cap ETF worth $517K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,131 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $329K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #305 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Russell Mid-Cap ETF position peaked at $1.57M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.