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

Thomasville 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	$663K	Buy	+6,009	New	+$632K	0.04%	141
2025 Q4	$578K	Buy	6,009 +42	+0.7%	+$4.04K	0.04%	150
2025 Q3	$576K	Sell	5,967 -825	-12%	-$78.2K	0.04%	150
2025 Q2	$625K	Sell	6,792 -92	-1%	-$7.95K	0.04%	145
2025 Q1	$586K	Buy	6,884 +30	+0.4%	+$2.68K	0.04%	151
2024 Q4	$606K	Buy	6,854 +2	+0%	+$182	0.04%	145
2024 Q3	$604K	Buy	6,852 +13	+0.2%	+$1.09K	0.04%	153
2024 Q2	$555K	Sell	6,839 -50	-0.7%	-$4.07K	0.04%	149
2024 Q1	$579K	Hold	6,889	–	–	0.05%	147
2023 Q4	$535K	Sell	6,889 -100	-1%	-$7.1K	0.05%	157
2023 Q3	$484K	Sell	6,989 -1,080	-13%	-$78.8K	0.05%	154
2023 Q2	$589K	Sell	8,069 -25	-0.3%	-$1.74K	0.06%	147
2023 Q1	$566K	Buy	8,094 +950	+13%	+$67.1K	0.06%	146
2022 Q4	$482K	Hold	7,144	–	–	0.06%	146
2022 Q3	$444K	Hold	7,144	–	–	0.05%	144
2022 Q2	$462K	Sell	7,144 -35	-0.5%	-$2.49K	0.05%	147
2022 Q1	$560K	Sell	7,179 -15	-0.2%	-$1.16K	0.05%	142
2021 Q4	$597K	Hold	7,194	–	–	0.06%	139
2021 Q3	$563K	Sell	7,194 -56	-0.8%	-$4.49K	0.06%	143
2021 Q2	$574K	Sell	7,250 -583	-7%	-$45.2K	0.06%	144
2021 Q1	$338K	Buy	7,833 +526	+7%	+$38K	0.06%	143
2020 Q4	$501K	Buy	7,307 +351	+5%	+$22.4K	0.07%	137
2020 Q3	$399K	Sell	6,956 -175	-2%	-$9.96K	0.06%	140
2020 Q2	$382K	Sell	7,131 -882	-11%	-$44.2K	0.06%	142
2020 Q1	$448K	Buy	8,013 +5	+0.1%	+$275	0.07%	137
2019 Q4	$477K	Sell	8,008 -5	-0.1%	-$287	0.07%	137
2019 Q3	$448K	Buy	8,013 +18	+0.2%	+$1.01K	0.07%	137
2019 Q2	$447K	Buy	7,995 +20	+0.3%	+$1.1K	0.08%	138
2019 Q1	$430K	Buy	7,975 +3	+0%	+$155	0.08%	140
2018 Q4	$371K	Hold	7,972	–	–	0.08%	148
2018 Q3	$439K	Buy	7,972 +220	+3%	+$12.1K	0.07%	149
2018 Q2	$411K	Hold	7,752	–	–	0.07%	148
2018 Q1	$400K	Buy	7,752 +196	+3%	+$10.3K	0.07%	148
2017 Q4	$393K	Hold	7,556	–	–	0.07%	150
2017 Q3	$372K	Hold	7,556	–	–	0.06%	183
2017 Q2	$363K	Buy	7,556 +356	+5%	+$16.9K	0.07%	173
2017 Q1	$337K	Buy	+7,200	New	+$334K	0.07%	172
2016 Q3	$314K	Hold	7,200	–	–	0.18%	69
2016 Q2	$303K	Hold	7,200	–	–	0.08%	132
2016 Q1	$293K	Hold	7,200	–	–	0.09%	134
2015 Q4	$288K	Hold	7,200	–	–	0.1%	119
2015 Q3	$280K	Hold	7,200	–	–	0.1%	114
2015 Q2	$307K	Hold	7,200	–	–	0.11%	113
2015 Q1	$312K	Hold	7,200	–	–	0.11%	107
2014 Q4	$301K	Hold	7,200	–	–	0.11%	108
2014 Q3	$285K	Hold	7,200	–	–	0.11%	111
2014 Q2	$293K	Hold	7,200	–	–	0.11%	110
2014 Q1	$279K	Hold	7,200	–	–	0.11%	111
2013 Q4	$270K	Hold	7,200	–	–	0.12%	107
2013 Q3	$250K	Buy	+7,200	New	+$246K	0.13%	114

Other funds holding IWR

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Thomasville National Bank opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 6,009 shares worth $663K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Thomasville National Bank previously reported a position in IWR as recently as Q4 2025.

Thomasville National Bank first reported a position in IWR in Q3 2013 and has held it in 50 quarters since. 982 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Thomasville National Bank held 6,009 shares of iShares Russell Mid-Cap ETF worth $663K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Thomasville National Bank position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Thomasville National Bank's portfolio in Q2 2026, its #141 holding.
Thomasville National Bank first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 50 quarters since.
982 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Thomasville National Bank's 13F filing for Q2 2026, filed 20 Jul 2026.