Security National Bank of Sioux City Iowa’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Security National Bank of Sioux City Iowa’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	$66.1K	Buy	+599	New	+$63K	0.03%	162

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

Security National Bank of Sioux City Iowa's IWR Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 599 shares worth $66.1K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings.

1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Security National Bank of Sioux City Iowa held 599 shares of iShares Russell Mid-Cap ETF worth $66.1K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Security National Bank of Sioux City Iowa position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #162 holding.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.