Sanibel Captiva Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sanibel Captiva 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	$712K	Hold	6,451	–	–	0.02%	288
2026 Q1	$627K	Hold	6,451	–	–	0.02%	281
2025 Q4	$621K	Sell	6,451 -69	-1%	-$6.63K	0.02%	268
2025 Q3	$630K	Hold	6,520	–	–	0.02%	267
2025 Q2	$600K	Sell	6,520 -349	-5%	-$30.1K	0.02%	264
2025 Q1	$584K	Hold	6,869	–	–	0.02%	255
2024 Q4	$607K	Sell	6,869 -115	-2%	-$10.4K	0.02%	252
2024 Q3	$616K	Hold	6,984	–	–	0.02%	255
2024 Q2	$566K	Sell	6,984 -186	-3%	-$15.1K	0.02%	252
2024 Q1	$603K	Sell	7,170 -400	-5%	-$31.7K	0.02%	241
2023 Q4	$588K	Buy	+7,570	New	+$538K	0.02%	229

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

Sanibel Captiva Trust Company's IWR Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,451 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #288.

Sanibel Captiva Trust Company first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sanibel Captiva Trust Company held 6,451 shares of iShares Russell Mid-Cap ETF worth $712K as of Q2 2026.
Sanibel Captiva Trust Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #288 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.