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

Security National 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
2026 Q2	$106K	Hold	960	–	–	0.01%	190
2026 Q1	$93.3K	Hold	960	–	–	0.01%	190
2025 Q4	$92.4K	Buy	960 +600	+167%	+$57.7K	0.01%	189
2025 Q3	$34.8K	Hold	360	–	–	0.01%	265
2025 Q2	$33.1K	Hold	360	–	–	0.01%	237
2025 Q1	$30.6K	Sell	360 -318,356	-100%	-$28.4M	0.01%	242
2024 Q4	$28.2M	Sell	318,716 -24,480	-7%	-$2.22M	4.02%	6
2024 Q3	$30.2M	Hold	343,196	–	–	4.11%	5
2024 Q2	$27.8M	Hold	343,196	–	–	4.04%	4
2024 Q1	$28.9M	Buy	+343,196	New	+$27.2M	4.37%	4

Other funds holding IWR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Security National Bank's IWR Position: Q2 2026 in Review

Security National Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 960 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #190.

Security National Bank first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.2M in Q3 2024. 401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Security National Bank held 960 shares of iShares Russell Mid-Cap ETF worth $106K as of Q2 2026.
Security National Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #190 holding.
Security National Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Security National Bank's iShares Russell Mid-Cap ETF position peaked at $30.2M in Q3 2024.
401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.