UMB Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.8M | Sell |
964,881
-981
| -0.1% | -$98K | 1.31% | 13 |
|
|
2025
Q4 | $93M | Buy |
965,862
+59,102
| +7% | +$5.68M | 1.24% | 15 |
|
|
2025
Q3 | $87.5M | Buy |
906,760
+24,680
| +3% | +$2.34M | 1.29% | 16 |
|
|
2025
Q2 | $81.1M | Buy |
882,080
+65,148
| +8% | +$5.63M | 1.26% | 17 |
|
|
2025
Q1 | $69.5M | Buy |
816,932
+113,922
| +16% | +$10.2M | 1.15% | 21 |
|
|
2024
Q4 | $62.1M | Buy |
703,010
+43,917
| +7% | +$3.99M | 0.98% | 23 |
|
|
2024
Q3 | $58.1M | Sell |
659,093
-1,202
| -0.2% | -$101K | 0.9% | 25 |
|
|
2024
Q2 | $53.5M | Buy |
660,295
+36,428
| +6% | +$2.96M | 0.88% | 27 |
|
|
2024
Q1 | $52.5M | Buy |
623,867
+37,004
| +6% | +$2.93M | 0.83% | 29 |
|
|
2023
Q4 | $45.6M | Buy |
586,863
+49,775
| +9% | +$3.54M | 0.67% | 38 |
|
|
2023
Q3 | $37.2M | Buy |
537,088
+3,365
| +0.6% | +$245K | 0.6% | 42 |
|
|
2023
Q2 | $39M | Sell |
533,723
-41,305
| -7% | -$2.87M | 0.59% | 41 |
|
|
2023
Q1 | $40.2M | Buy |
575,028
+47,563
| +9% | +$3.36M | 0.64% | 42 |
|
|
2022
Q4 | $35.6M | Buy |
527,465
+45,135
| +9% | +$3.04M | 0.56% | 46 |
|
|
2022
Q3 | $30M | Sell |
482,330
-7,849
| -2% | -$540K | 0.51% | 49 |
|
|
2022
Q2 | $31.7M | Sell |
490,179
-14,465
| -3% | -$1.03M | 0.49% | 53 |
|
|
2022
Q1 | $39.5M | Sell |
504,644
-28,904
| -5% | -$2.22M | 0.52% | 46 |
|
|
2021
Q4 | $44.3M | Buy |
533,548
+30,397
| +6% | +$2.5M | 0.56% | 42 |
|
|
2021
Q3 | $39.4M | Buy |
503,151
+1,752
| +0.3% | +$140K | 0.89% | 23 |
|
|
2021
Q2 | $39.7M | Sell |
501,399
-158
| -0% | -$12.3K | 0.91% | 24 |
|
|
2021
Q1 | $37.1M | Buy |
501,557
+14,769
| +3% | +$1.07M | 0.91% | 24 |
|
|
2020
Q4 | $33.4M | Sell |
486,788
-33,487
| -6% | -$2.13M | 0.9% | 28 |
|
|
2020
Q3 | $27.9M | Hold |
520,275
| – | – | 0.86% | 30 |
|
|
2020
Q2 | $27.9M | Sell |
520,275
-10,298
| -2% | -$516K | 0.86% | 30 |
|
|
2020
Q1 | $22.9M | Sell |
530,573
-19,091
| -3% | -$1.05M | 0.82% | 34 |
|
|
2019
Q4 | $32.8M | Sell |
549,664
-4,585
| -0.8% | -$263K | 0.9% | 29 |
|
|
2019
Q3 | $31K | Sell |
554,249
-13,529
| -2% | -$756K | 0.74% | 29 |
|
|
2019
Q2 | $31.7K | Sell |
567,778
-4,843
| -0.8% | -$266K | 0.78% | 28 |
|
|
2019
Q1 | $30.9M | Sell |
572,621
-7,195
| -1% | -$373K | 0.94% | 28 |
|
|
2018
Q4 | $26.9K | Sell |
579,816
-79,336
| -12% | -$4M | 0.82% | 27 |
|
|
2018
Q3 | $36.3M | Buy |
659,152
+69,764
| +12% | +$3.82M | 1.08% | 17 |
|
|
2018
Q2 | $31.3M | Sell |
589,388
-15,420
| -3% | -$812K | 0.99% | 22 |
|
|
2018
Q1 | $31.2M | Buy |
604,808
+2,740
| +0.5% | +$144K | 1.01% | 19 |
|
|
2017
Q4 | $31.3M | Buy |
602,068
+14,104
| +2% | +$716K | 1.02% | 17 |
|
|
2017
Q3 | $29M | Sell |
587,964
-101,328
| -15% | -$4.89M | 1% | 21 |
|
|
2017
Q2 | $33.1M | Sell |
689,292
-121,396
| -15% | -$5.76M | 1.16% | 12 |
|
|
2017
Q1 | $37.9M | Buy |
810,688
+48,040
| +6% | +$2.23M | 1.33% | 10 |
|
|
2016
Q4 | $34.1M | Buy |
762,648
+34,260
| +5% | +$1.5M | 1.26% | 10 |
|
|
2016
Q3 | $31.7M | Buy |
728,388
+149,160
| +26% | +$6.47M | 1.28% | 11 |
|
|
2016
Q2 | $24.4M | Buy |
579,228
+9,672
| +2% | +$399K | 1.02% | 20 |
|
|
2016
Q1 | $23.2M | Sell |
569,556
-59,356
| -9% | -$2.26M | 0.99% | 23 |
|
|
2015
Q4 | $25.2M | Buy |
+628,912
| New | +$25.6M | 1.1% | 19 |
|
Other funds holding IWR
UMB Bank's IWR Position: Q1 2026 in Review
UMB Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.1% in Q1 2026, selling an estimated $98K and leaving 964,881 shares worth $93.8M. The position accounts for 1.31% of the portfolio, ranked #13.
UMB Bank first reported a position in IWR in Q4 2015 and has held it in 42 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- UMB Bank held 964,881 shares of iShares Russell Mid-Cap ETF worth $93.8M as of Q1 2026.
- UMB Bank sold 981 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $98K.
- iShares Russell Mid-Cap ETF made up 1.31% of UMB Bank's portfolio in Q1 2026, its #13 holding.
- UMB Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.