Renasant Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Renasant Bank’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 Q1	–	Sell	-2,612	Closed	-$231K	–	168
2024 Q4	$231K	Buy	+2,612	New	+$237K	0.15%	150
2023 Q1	–	Sell	-3,092	Closed	-$209K	–	198
2022 Q4	$209K	Buy	+3,092	New	+$208K	0.16%	180
2022 Q2	–	Sell	-4,732	Closed	-$369K	–	192
2022 Q1	$369K	Hold	4,732	–	–	0.25%	124
2021 Q4	$393K	Sell	4,732 -809	-15%	-$66.4K	0.27%	123
2021 Q3	$433K	Sell	5,541 -60	-1%	-$4.81K	0.34%	95
2021 Q2	$444K	Sell	5,601 -88	-2%	-$6.83K	0.34%	97
2021 Q1	$421K	Hold	5,689	–	–	0.34%	100
2020 Q4	$390K	Buy	+5,689	New	+$362K	0.32%	103

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renasant Bank's IWR Position: Q1 2025 in Review

Renasant Bank sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,612 shares — an estimated $231K sold.

Renasant Bank first reported a position in IWR in Q4 2020 and held it in 8 quarters. The position peaked at $444K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Renasant Bank reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Renasant Bank sold 2,612 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $231K.
Renasant Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Renasant Bank's iShares Russell Mid-Cap ETF position peaked at $444K in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Renasant Bank's 13F filing for Q1 2025, filed 9 May 2025.