Trust Company of Toledo’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trust Company of Toledo’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	$5.04M	Sell	45,661 -753	-2%	-$79.2K	0.42%	59
2026 Q1	$4.51M	Sell	46,414 -89	-0.2%	-$8.89K	0.43%	57
2025 Q4	$4.48M	Sell	46,503 -1,308	-3%	-$126K	0.44%	55
2025 Q3	$4.62M	Sell	47,811 -4,256	-8%	-$403K	0.46%	52
2025 Q2	$4.79M	Hold	52,067	–	–	0.53%	50
2025 Q1	$4.43M	Hold	52,067	–	–	0.59%	45
2024 Q4	$4.6M	Hold	52,067	–	–	0.6%	44
2024 Q3	$4.59M	Buy	52,067 +1,139	+2%	+$96K	0.62%	41
2024 Q2	$4.13M	Buy	50,928 +17,012	+50%	+$1.38M	0.6%	42
2024 Q1	$2.85M	Hold	33,916	–	–	0.45%	59
2023 Q4	$2.64M	Buy	33,916 +16,038	+90%	+$1.14M	0.45%	62
2023 Q3	$1.24M	Buy	+17,878	New	+$1.3M	0.24%	96

Other funds holding IWR

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

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 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

Trust Company of Toledo's IWR Position: Q2 2026 in Review

Trust Company of Toledo reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $79.2K and leaving 45,661 shares worth $5.04M. The position accounts for 0.42% of the portfolio, ranked #59.

Trust Company of Toledo first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 807 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Trust Company of Toledo held 45,661 shares of iShares Russell Mid-Cap ETF worth $5.04M as of Q2 2026.
Trust Company of Toledo sold 753 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $79.2K.
iShares Russell Mid-Cap ETF made up 0.42% of Trust Company of Toledo's portfolio in Q2 2026, its #59 holding.
Trust Company of Toledo first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
807 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.