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

Sabal 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
2025 Q1	$4.61M	Sell	54,197 -1,215	-2%	-$108K	0.26%	69
2024 Q4	$4.9M	Buy	55,412 +710	+1%	+$64.4K	0.28%	68
2024 Q3	$4.82M	Sell	54,702 -720	-1%	-$60.7K	0.26%	64
2024 Q2	$4.49M	Sell	55,422 -920	-2%	-$74.9K	0.27%	64
2024 Q1	$4.74M	Hold	56,342	–	–	0.28%	62
2023 Q4	$4.38M	Sell	56,342 -2,159	-4%	-$153K	0.27%	59
2023 Q3	$4.05M	Buy	58,501 +4,862	+9%	+$355K	0.27%	56
2023 Q2	$3.92M	Buy	53,639 +299	+0.6%	+$20.8K	0.25%	56
2023 Q1	$3.73M	Hold	53,340	–	–	0.26%	53
2022 Q4	$3.6M	Sell	53,340 -740	-1%	-$49.9K	0.25%	54
2022 Q3	$3.36M	Sell	54,080 -825	-2%	-$56.7K	0.25%	54
2022 Q2	$3.55M	Sell	54,905 -3,600	-6%	-$256K	0.25%	54
2022 Q1	$4.57M	Sell	58,505 -50	-0.1%	-$3.85K	0.32%	50
2021 Q4	$4.86M	Sell	58,555 -60	-0.1%	-$4.92K	0.31%	51
2021 Q3	$4.58M	Sell	58,615 -40	-0.1%	-$3.2K	0.33%	51
2021 Q2	$4.65M	Sell	58,655 -120	-0.2%	-$9.31K	0.34%	48
2021 Q1	$4.34M	Sell	58,775 -1,020	-2%	-$73.7K	0.32%	53
2020 Q4	$4.1M	Sell	59,795 -1,000	-2%	-$63.7K	0.33%	53
2020 Q3	$3.49M	Hold	60,795	–	–	0.3%	51
2020 Q2	$3.26M	Buy	60,795 +750	+1%	+$37.6K	0.3%	47
2020 Q1	$2.59M	Hold	60,045	–	–	0.29%	44
2019 Q4	$3.58M	Buy	60,045 +2,829	+5%	+$162K	0.28%	47
2019 Q3	$3.2M	Buy	57,216 +301	+0.5%	+$16.8K	0.26%	49
2019 Q2	$3.18M	Sell	56,915 -1,825	-3%	-$100K	0.28%	47
2019 Q1	$3.17M	Buy	58,740 +1,020	+2%	+$52.8K	0.28%	48
2018 Q4	$2.68M	Buy	57,720 +2,800	+5%	+$141K	0.28%	49
2018 Q3	$3.03M	Sell	54,920 -1,700	-3%	-$93.2K	0.27%	49
2018 Q2	$3M	Buy	56,620 +3,760	+7%	+$198K	0.29%	47
2018 Q1	$2.73M	Buy	52,860 +424	+0.8%	+$22.3K	0.26%	47
2017 Q4	$2.73M	Buy	52,436 +376	+0.7%	+$19.1K	0.28%	42
2017 Q3	$2.57M	Hold	52,060	–	–	0.26%	43
2017 Q2	$2.5M	Buy	52,060 +964	+2%	+$45.7K	0.26%	41
2017 Q1	$2.39M	Buy	51,096 +536	+1%	+$24.8K	0.27%	41
2016 Q4	$2.26M	Buy	50,560 +1,100	+2%	+$48.1K	0.25%	42
2016 Q3	$2.15M	Hold	49,460	–	–	0.24%	42
2016 Q2	$2.08M	Sell	49,460 -68	-0.1%	-$2.81K	0.24%	42
2016 Q1	$2.02M	Hold	49,528	–	–	0.24%	44
2015 Q4	$1.98M	Hold	49,528	–	–	0.26%	43
2015 Q3	$1.93M	Buy	49,528 +68	+0.1%	+$2.82K	0.27%	42
2015 Q2	$2.11M	Hold	49,460	–	–	0.27%	46
2015 Q1	$2.14M	Buy	49,460 +2,200	+5%	+$93.5K	0.28%	45
2014 Q4	$1.97M	Hold	47,260	–	–	0.26%	47
2014 Q3	$1.87M	Hold	47,260	–	–	0.25%	46
2014 Q2	$1.92M	Buy	47,260 +5,860	+14%	+$228K	0.27%	44
2014 Q1	$1.6M	Hold	41,400	–	–	0.23%	47
2013 Q4	$1.55M	Sell	41,400 -240	-0.6%	-$8.67K	0.22%	46
2013 Q3	$1.45M	Hold	41,640	–	–	0.23%	46
2013 Q2	$1.35M	Buy	+41,640	New	+$1.35M	0.22%	48

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

Sabal Trust's IWR Position: Q1 2025 in Review

Sabal Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q1 2025, selling an estimated $108K and leaving 54,197 shares worth $4.61M. The position accounts for 0.26% of the portfolio, ranked #69.

Sabal Trust first reported a position in IWR in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.9M in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Sabal Trust held 54,197 shares of iShares Russell Mid-Cap ETF worth $4.61M as of Q1 2025.
Sabal Trust sold 1,215 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $108K.
iShares Russell Mid-Cap ETF made up 0.26% of Sabal Trust's portfolio in Q1 2025, its #69 holding.
Sabal Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's iShares Russell Mid-Cap ETF position peaked at $4.9M in Q4 2024.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.