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

WhitTier Trust 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	$24.8M	Buy	225,738 +14,449	+7%	+$1.52M	0.46%	50
2026 Q1	$20.9M	Buy	211,289 +8,589	+4%	+$858K	0.43%	55
2025 Q4	$20.2M	Buy	202,700 +18	+0%	+$1.73K	0.42%	54
2025 Q3	$19.7M	Sell	202,682 -2,438	-1%	-$231K	0.42%	56
2025 Q2	$18.9M	Buy	205,120 +1,615	+0.8%	+$140K	0.43%	53
2025 Q1	$17.3M	Sell	203,505 -17,441	-8%	-$1.56M	0.44%	53
2024 Q4	$19.5M	Sell	220,946 -1,293	-0.6%	-$117K	0.48%	48
2024 Q3	$19.6M	Buy	222,239 +14,540	+7%	+$1.23M	0.51%	47
2024 Q2	$16.8M	Hold	207,699	–	–	0.47%	47
2024 Q1	$17.5M	Sell	207,699 -26	-0%	-$2.06K	0.5%	47
2023 Q4	$16.1M	Sell	207,725 -150	-0.1%	-$10.7K	0.52%	46
2023 Q3	$14.4M	Sell	207,875 -3,932	-2%	-$287K	0.51%	46
2023 Q2	$15.5M	Sell	211,807 -417	-0.2%	-$29K	0.52%	46
2023 Q1	$14.8M	Buy	212,224 +6,143	+3%	+$434K	0.55%	41
2022 Q4	$13.9M	Sell	206,081 -4,951	-2%	-$334K	0.55%	46
2022 Q3	$13.1M	Buy	211,032 +1,324	+0.6%	+$91.1K	0.56%	44
2022 Q2	$13.6M	Sell	209,708 -628	-0.3%	-$44.7K	0.56%	42
2022 Q1	$16.4M	Buy	210,336 +593	+0.3%	+$45.6K	0.6%	39
2021 Q4	$17.4M	Hold	209,743	–	–	0.64%	35
2021 Q3	$16.4M	Sell	209,743 -830	-0.4%	-$66.5K	0.67%	34
2021 Q2	$16.7M	Sell	210,573 -4,390	-2%	-$341K	0.69%	32
2021 Q1	$15.9M	Sell	214,963 -430	-0.2%	-$31.1K	0.71%	30
2020 Q4	$14.8M	Buy	215,393 +6,032	+3%	+$384K	0.74%	28
2020 Q3	$12M	Sell	209,361 -668	-0.3%	-$38K	0.69%	33
2020 Q2	$11.3M	Buy	210,029 +26,758	+15%	+$1.34M	0.71%	32
2020 Q1	$7.91M	Buy	183,271 +4,545	+3%	+$250K	0.61%	38
2019 Q4	$10.7M	Buy	178,726 +959	+0.5%	+$55.1K	0.68%	37
2019 Q3	$9.95M	Buy	177,767 +76	+0%	+$4.25K	0.69%	36
2019 Q2	$9.93M	Buy	177,691 +1,308	+0.7%	+$71.8K	0.71%	37
2019 Q1	$9.52M	Buy	176,383 +2,582	+1%	+$134K	0.7%	37
2018 Q4	$8.08M	Buy	173,801 +5,205	+3%	+$263K	0.67%	39
2018 Q3	$9.29M	Sell	168,596 -1,124	-0.7%	-$61.6K	0.68%	39
2018 Q2	$9M	Buy	169,720 +1,000	+0.6%	+$52.6K	0.71%	36
2018 Q1	$8.71M	Buy	168,720 +52	+0%	+$2.74K	0.71%	38
2017 Q4	$8.78M	Buy	168,668 +6,100	+4%	+$310K	0.75%	35
2017 Q3	$8.01M	Buy	162,568 +1,200	+0.7%	+$57.9K	0.74%	34
2017 Q2	$7.75M	Buy	161,368 +764	+0.5%	+$36.2K	0.75%	33
2017 Q1	$7.52M	Hold	160,604	–	–	0.75%	34
2016 Q4	$7.18M	Buy	160,604 +2,224	+1%	+$97.3K	0.76%	35
2016 Q3	$6.9M	Hold	158,380	–	–	0.78%	36
2016 Q2	$6.66M	Buy	158,380 +1,500	+1%	+$61.9K	0.76%	38
2016 Q1	$6.39M	Hold	156,880	–	–	0.75%	42
2015 Q4	$6.28M	Sell	156,880 -1,316	-0.8%	-$53.6K	0.74%	40
2015 Q3	$6.15M	Sell	158,196 -1,700	-1%	-$70.4K	0.75%	36
2015 Q2	$6.81M	Sell	159,896 -1,148	-0.7%	-$49.9K	0.76%	34
2015 Q1	$6.97M	Sell	161,044 -608	-0.4%	-$25.8K	0.77%	33
2014 Q4	$6.75M	Sell	161,652 -692	-0.4%	-$28.1K	0.76%	34
2014 Q3	$6.43M	Sell	162,344 -5,300	-3%	-$213K	0.74%	35
2014 Q2	$6.81M	Sell	167,644 -220	-0.1%	-$8.58K	0.76%	32
2014 Q1	$6.5M	Buy	167,864 +276	+0.2%	+$10.5K	0.76%	33
2013 Q4	$6.28M	Sell	167,588 -500	-0.3%	-$18.1K	0.76%	37
2013 Q3	$5.84M	Sell	168,088 -5,100	-3%	-$174K	0.78%	34
2013 Q2	$5.62M	Buy	+173,188	New	+$5.61M	0.81%	32

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

WhitTier Trust Company's IWR Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.8% in Q2 2026, buying an estimated $1.52M and bringing the position to 225,738 shares worth $24.8M. The position accounts for 0.46% of the portfolio, ranked #50.

WhitTier Trust Company first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

WhitTier Trust Company held 225,738 shares of iShares Russell Mid-Cap ETF worth $24.8M as of Q2 2026.
WhitTier Trust Company bought 14,449 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.52M.
iShares Russell Mid-Cap ETF made up 0.46% of WhitTier Trust Company's portfolio in Q2 2026, its #50 holding.
WhitTier Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.