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

Trust Company of Vermont’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
2025 Q4	$245K	Hold	2,542	–	–	0.01%	330
2025 Q3	$245K	Buy	2,542 +86	+4%	+$8.15K	0.01%	331
2025 Q2	$226K	Hold	2,456	–	–	0.01%	333
2025 Q1	$209K	Hold	2,456	–	–	0.01%	336
2024 Q4	$217K	Buy	2,456 +84	+4%	+$7.62K	0.01%	339
2024 Q3	$209K	Sell	2,372 -1,604	-40%	-$135K	0.01%	324
2024 Q2	$322K	Buy	3,976 +916	+30%	+$74.6K	0.02%	264
2024 Q1	$257K	Sell	3,060 -1,176	-28%	-$93.2K	0.01%	284
2023 Q4	$329K	Sell	4,236 -26	-0.6%	-$1.85K	0.02%	244
2023 Q3	$295K	Buy	4,262 +26	+0.6%	+$1.9K	0.02%	261
2023 Q2	$309K	Hold	4,236	–	–	0.02%	266
2023 Q1	$296K	Hold	4,236	–	–	0.02%	268
2022 Q4	$286K	Hold	4,236	–	–	0.02%	261
2022 Q3	$263K	Hold	4,236	–	–	0.02%	268
2022 Q2	$274K	Sell	4,236 -46	-1%	-$3.27K	0.02%	267
2022 Q1	$334K	Hold	4,282	–	–	0.02%	256
2021 Q4	$355K	Hold	4,282	–	–	0.02%	262
2021 Q3	$335K	Hold	4,282	–	–	0.02%	256
2021 Q2	$339K	Hold	4,282	–	–	0.02%	260
2021 Q1	$317K	Hold	4,282	–	–	0.02%	256
2020 Q4	$294K	Sell	4,282 -3,059	-42%	-$195K	0.02%	254
2020 Q3	$421K	Hold	7,341	–	–	0.04%	211
2020 Q2	$393K	Sell	7,341 -9,891	-57%	-$496K	0.04%	212
2020 Q1	$744K	Buy	17,232 +7,991	+86%	+$440K	0.07%	177
2019 Q4	$551K	Buy	9,241 +2,987	+48%	+$171K	0.04%	213
2019 Q3	$350K	Sell	6,254 -1,000	-14%	-$55.9K	0.03%	254
2019 Q2	$405K	Buy	7,254 +1,176	+19%	+$64.5K	0.03%	242
2019 Q1	$328K	Hold	6,078	–	–	0.03%	257
2018 Q4	$283K	Buy	6,078 +118	+2%	+$5.95K	0.03%	260
2018 Q3	$329K	Buy	5,960 +2,004	+51%	+$110K	0.03%	266
2018 Q2	$210K	Hold	3,956	–	–	0.02%	313
2018 Q1	$204K	Hold	3,956	–	–	0.02%	308
2017 Q4	$206K	Hold	3,956	–	–	0.02%	317
2017 Q3	$195K	Sell	3,956 -52	-1%	-$2.51K	0.02%	321
2017 Q2	$192K	Hold	4,008	–	–	0.02%	324
2017 Q1	$188K	Hold	4,008	–	–	0.02%	321
2016 Q4	$179K	Hold	4,008	–	–	0.02%	327
2016 Q3	$175K	Buy	4,008 +1,604	+67%	+$69.5K	0.02%	287
2016 Q2	$101K	Hold	2,404	–	–	0.01%	316
2016 Q1	$98K	Hold	2,404	–	–	0.01%	319
2015 Q4	$96K	Hold	2,404	–	–	0.01%	320
2015 Q3	$93K	Hold	2,404	–	–	0.01%	315
2015 Q2	$102K	Sell	2,404 -312	-11%	-$13.6K	0.01%	308
2015 Q1	$118K	Buy	2,716 +464	+21%	+$19.7K	0.02%	289
2014 Q4	$94K	Buy	2,252 +352	+19%	+$14.3K	0.01%	320
2014 Q3	$75K	Hold	1,900	–	–	0.01%	340
2014 Q2	$77K	Hold	1,900	–	–	0.01%	323
2014 Q1	$74K	Hold	1,900	–	–	0.01%	321
2013 Q4	$71K	Hold	1,900	–	–	0.01%	317
2013 Q3	$66K	Hold	1,900	–	–	0.01%	305
2013 Q2	$62K	Buy	+1,900	New	+$61.6K	0.01%	305

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trust Company of Vermont's IWR Position: Q4 2025 in Review

Trust Company of Vermont held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 2,542 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #330.

Trust Company of Vermont first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $744K in Q1 2020. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Trust Company of Vermont held 2,542 shares of iShares Russell Mid-Cap ETF worth $245K as of Q4 2025.
Trust Company of Vermont left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #330 holding.
Trust Company of Vermont first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's iShares Russell Mid-Cap ETF position peaked at $744K in Q1 2020.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.