Perkins Coie Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Perkins Coie Trust Company’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	$544K	Buy	4,930 +2,320	+89%	+$244K	0.09%	77
2026 Q1	$254K	Hold	2,610	–	–	0.05%	96
2025 Q4	$251K	Hold	2,610	–	–	0.05%	96
2025 Q3	$252K	Sell	2,610 -90	-3%	-$8.53K	0.05%	94
2025 Q2	$248K	Sell	2,700 -20	-0.7%	-$1.73K	0.04%	102
2025 Q1	$231K	Hold	2,720	–	–	0.05%	102
2024 Q4	$240K	Hold	2,720	–	–	0.05%	97
2024 Q3	$240K	Sell	2,720 -60	-2%	-$5.05K	0.05%	101
2024 Q2	$225K	Sell	2,780 -20	-0.7%	-$1.63K	0.05%	100
2024 Q1	$235K	Hold	2,800	–	–	0.06%	95
2023 Q4	$218K	Hold	2,800	–	–	0.05%	98
2023 Q3	$194K	Hold	2,800	–	–	0.05%	103
2023 Q2	$204K	Hold	2,800	–	–	0.06%	85
2023 Q1	$196K	Hold	2,800	–	–	0.06%	86
2022 Q4	$189K	Hold	2,800	–	–	0.06%	84
2022 Q3	$174K	Sell	2,800 -24	-0.8%	-$1.65K	0.07%	86
2022 Q2	$183K	Sell	2,824 -170	-6%	-$12.1K	0.07%	85
2022 Q1	$234K	Buy	2,994 +170	+6%	+$13.1K	0.07%	83
2021 Q4	$234K	Hold	2,824	–	–	0.07%	84
2021 Q3	$221K	Hold	2,824	–	–	0.07%	94
2021 Q2	$224K	Hold	2,824	–	–	0.07%	94
2021 Q1	$209K	Hold	2,824	–	–	0.07%	96
2020 Q4	$194K	Hold	2,824	–	–	0.07%	100
2020 Q3	$162K	Hold	2,824	–	–	0.06%	98
2020 Q2	$151K	Hold	2,824	–	–	0.06%	101
2020 Q1	$122K	Hold	2,824	–	–	0.06%	103
2019 Q4	$168K	Hold	2,824	–	–	0.07%	100
2019 Q3	$158K	Hold	2,824	–	–	0.07%	100
2019 Q2	$158K	Sell	2,824 -1,080	-28%	-$59.3K	0.07%	99
2019 Q1	$211K	Hold	3,904	–	–	0.1%	92
2018 Q4	$181K	Hold	3,904	–	–	0.09%	93
2018 Q3	$215K	Hold	3,904	–	–	0.1%	94
2018 Q2	$207K	Hold	3,904	–	–	0.1%	93
2018 Q1	$201K	Hold	3,904	–	–	0.1%	93
2017 Q4	$203K	Hold	3,904	–	–	0.1%	94
2017 Q3	$192K	Hold	3,904	–	–	0.1%	95
2017 Q2	$187K	Buy	3,904 +824	+27%	+$39.1K	0.1%	95
2017 Q1	$144K	Hold	3,080	–	–	0.08%	89
2016 Q4	$138K	Hold	3,080	–	–	0.08%	91
2016 Q3	$134K	Sell	3,080 -320	-9%	-$13.9K	0.09%	89
2016 Q2	$143K	Hold	3,400	–	–	0.09%	87
2016 Q1	$138K	Hold	3,400	–	–	0.09%	86
2015 Q4	$136K	Hold	3,400	–	–	0.1%	78
2015 Q3	$132K	Hold	3,400	–	–	0.11%	78
2015 Q2	$145K	Hold	3,400	–	–	0.11%	79
2015 Q1	$147K	Buy	+3,400	New	+$145K	0.11%	76

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Perkins Coie Trust Company's IWR Position: Q2 2026 in Review

Perkins Coie Trust Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 89% in Q2 2026, buying an estimated $244K and bringing the position to 4,930 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #77.

Perkins Coie Trust Company first reported a position in IWR in Q1 2015 and has held it in 46 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Perkins Coie Trust Company held 4,930 shares of iShares Russell Mid-Cap ETF worth $544K as of Q2 2026.
Perkins Coie Trust Company bought 2,320 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $244K.
iShares Russell Mid-Cap ETF made up 0.09% of Perkins Coie Trust Company's portfolio in Q2 2026, its #77 holding.
Perkins Coie Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.