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Rockland Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rockland Trust’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 		$671K Hold
6,085
– – 0.03% 201
2026
Q1 		$592K Buy
6,085
+2,500
+70% +$250K 0.02% 208
2025
Q4 		$345K Buy
3,585
+463
+15% +$44.5K 0.01% 253
2025
Q3 		$301K Buy
+3,122
New +$296K 0.01% 262

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockland Trust's IWR Position: Q2 2026 in Review

Rockland Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,085 shares worth $671K. The position accounts for 0.03% of the portfolio, ranked #201.

Rockland Trust first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Rockland Trust held 6,085 shares of iShares Russell Mid-Cap ETF worth $671K as of Q2 2026.
  • Rockland Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #201 holding.
  • Rockland Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.