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Tower Trust & Investment Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tower Trust & Investment 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 		$35.3K Hold
320
– – 0.02% 140
2026
Q1 		$31.1K Hold
320
– – 0.02% 139
2025
Q4 		$30.8K Hold
320
– – 0.02% 140
2025
Q3 		$30.9K Hold
320
– – 0.02% 129
2025
Q2 		$29.4K Hold
320
– – 0.02% 134
2025
Q1 		$26.9K Buy
+320
New +$28.5K 0.02% 132

Other funds holding IWR

Truist Financial
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Tower Trust & Investment Company's IWR Position: Q2 2026 in Review

Tower Trust & Investment Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 320 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #140.

Tower Trust & Investment Company first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Tower Trust & Investment Company held 320 shares of iShares Russell Mid-Cap ETF worth $35.3K as of Q2 2026.
  • Tower Trust & Investment Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Tower Trust & Investment Company's portfolio in Q2 2026, its #140 holding.
  • Tower Trust & Investment Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.