Peoples Financial Services Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Peoples Financial Services Corp’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	$33.1K	Hold	300	–	–	0.01%	203
2026 Q1	$29.2K	Hold	300	–	–	0.01%	205
2025 Q4	$28.9K	Hold	300	–	–	0.01%	205
2025 Q3	$29K	Hold	300	–	–	0.01%	205
2025 Q2	$27.6K	Hold	300	–	–	0.01%	191
2025 Q1	$25.5K	Hold	300	–	–	0.01%	191
2024 Q4	$26.5K	Hold	300	–	–	0.01%	187
2024 Q3	$26.4K	Hold	300	–	–	0.01%	188
2024 Q2	$24.3K	Hold	300	–	–	0.01%	190
2024 Q1	$25.2K	Hold	300	–	–	0.01%	188
2023 Q4	$23.3K	Hold	300	–	–	0.01%	189
2023 Q3	$20.8K	Hold	300	–	–	0.01%	193
2023 Q2	$21.9K	Hold	300	–	–	0.01%	192
2023 Q1	$21K	Hold	300	–	–	0.01%	192
2022 Q4	$20.2K	Hold	300	–	–	0.01%	195
2022 Q3	$19K	Hold	300	–	–	0.01%	199
2022 Q2	$19K	Hold	300	–	–	0.01%	200
2022 Q1	$23K	Hold	300	–	–	0.01%	205
2021 Q4	$25K	Hold	300	–	–	0.01%	195
2021 Q3	$23K	Hold	300	–	–	0.01%	194
2021 Q2	$24K	Hold	300	–	–	0.01%	193
2021 Q1	$22K	Hold	300	–	–	0.01%	194
2020 Q4	$21K	Hold	300	–	–	0.01%	189
2020 Q3	$17K	Hold	300	–	–	0.01%	186
2020 Q2	$16K	Hold	300	–	–	0.01%	192
2020 Q1	$13K	Hold	300	–	–	0.01%	205
2019 Q4	$18K	Hold	300	–	–	0.01%	197
2019 Q3	$17K	Hold	300	–	–	0.01%	202
2019 Q2	$17K	Hold	300	–	–	0.01%	207
2019 Q1	$16K	Sell	300 -100	-25%	-$5.18K	0.01%	209
2018 Q4	$19K	Hold	400	–	–	0.01%	188
2018 Q3	$22K	Hold	400	–	–	0.01%	191
2018 Q2	$21K	Hold	400	–	–	0.01%	186
2018 Q1	$21K	Hold	400	–	–	0.01%	186
2017 Q4	$21K	Hold	400	–	–	0.01%	186
2017 Q3	$20K	Sell	400 -156	-28%	-$7.53K	0.01%	187
2017 Q2	$27K	Hold	556	–	–	0.02%	172
2017 Q1	$26K	Sell	556 -244	-31%	-$11.3K	0.02%	177
2016 Q4	$34K	Sell	800 -156	-16%	-$6.82K	0.02%	157
2016 Q3	$42K	Buy	956 +156	+20%	+$6.76K	0.03%	150
2016 Q2	$34K	Hold	800	–	–	0.02%	157
2016 Q1	$33K	Sell	800 -420	-34%	-$16K	0.02%	159
2015 Q4	$49K	Hold	1,220	–	–	0.03%	136
2015 Q3	$47K	Hold	1,220	–	–	0.03%	138
2015 Q2	$52K	Buy	+1,220	New	+$53K	0.03%	137

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peoples Financial Services Corp's IWR Position: Q2 2026 in Review

Peoples Financial Services Corp held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 300 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #203.

Peoples Financial Services Corp first reported a position in IWR in Q2 2015 and has held it in 45 quarters since. The position peaked at $52K in Q2 2015. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Peoples Financial Services Corp held 300 shares of iShares Russell Mid-Cap ETF worth $33.1K as of Q2 2026.
Peoples Financial Services Corp left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Peoples Financial Services Corp's portfolio in Q2 2026, its #203 holding.
Peoples Financial Services Corp first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
Peoples Financial Services Corp's iShares Russell Mid-Cap ETF position peaked at $52K in Q2 2015.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Peoples Financial Services Corp's 13F filing for Q2 2026, filed 22 Jul 2026.