Whittier Trust’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
Q2 | $20M | Sell |
181,034
-1,184
| -0.6% | -$125K | 0.2% | 94 |
|
|
2026
Q1 | $18M | Sell |
182,218
-1,331
| -0.7% | -$133K | 0.2% | 91 |
|
|
2025
Q4 | $18.3M | Sell |
183,549
-83
| -0% | -$7.98K | 0.2% | 90 |
|
|
2025
Q3 | $17.9M | Sell |
183,632
-1,469
| -0.8% | -$139K | 0.2% | 92 |
|
|
2025
Q2 | $17M | Sell |
185,101
-3,724
| -2% | -$322K | 0.21% | 94 |
|
|
2025
Q1 | $16.1M | Buy |
188,825
+381
| +0.2% | +$34K | 0.22% | 93 |
|
|
2024
Q4 | $16.7M | Buy |
188,444
+2,918
| +2% | +$265K | 0.22% | 93 |
|
|
2024
Q3 | $16.4M | Buy |
185,526
+5,841
| +3% | +$492K | 0.22% | 93 |
|
|
2024
Q2 | $14.6M | Buy |
179,685
+2,061
| +1% | +$168K | 0.21% | 95 |
|
|
2024
Q1 | $14.9M | Buy |
177,624
+22,990
| +15% | +$1.82M | 0.22% | 100 |
|
|
2023
Q4 | $12M | Buy |
154,634
+2,829
| +2% | +$201K | 0.19% | 111 |
|
|
2023
Q3 | $10.5M | Buy |
151,805
+16,113
| +12% | +$1.18M | 0.19% | 113 |
|
|
2023
Q2 | $9.91M | Sell |
135,692
-2,264
| -2% | -$157K | 0.17% | 126 |
|
|
2023
Q1 | $9.65M | Buy |
137,956
+2,869
| +2% | +$203K | 0.18% | 128 |
|
|
2022
Q4 | $9.11M | Buy |
135,087
+2,253
| +2% | +$152K | 0.18% | 130 |
|
|
2022
Q3 | $8.26M | Buy |
132,834
+37,272
| +39% | +$2.56M | 0.17% | 131 |
|
|
2022
Q2 | $6.18M | Buy |
95,562
+17,523
| +22% | +$1.25M | 0.12% | 158 |
|
|
2022
Q1 | $6.09M | Sell |
78,039
-85
| -0.1% | -$6.54K | 0.1% | 176 |
|
|
2021
Q4 | $6.49M | Sell |
78,124
-147
| -0.2% | -$12.1K | 0.11% | 173 |
|
|
2021
Q3 | $6.12M | Sell |
78,271
-140
| -0.2% | -$11.2K | 0.11% | 168 |
|
|
2021
Q2 | $6.21M | Buy |
78,411
+6,216
| +9% | +$482K | 0.11% | 166 |
|
|
2021
Q1 | $5.34M | Sell |
72,195
-1,473
| -2% | -$106K | 0.1% | 173 |
|
|
2020
Q4 | $5.05M | Sell |
73,668
-546
| -0.7% | -$34.8K | 0.11% | 169 |
|
|
2020
Q3 | $4.26M | Buy |
74,214
+9,989
| +16% | +$569K | 0.1% | 172 |
|
|
2020
Q2 | $3.44M | Buy |
64,225
+7,558
| +13% | +$379K | 0.1% | 175 |
|
|
2020
Q1 | $2.45M | Buy |
56,667
+2,364
| +4% | +$130K | 0.08% | 194 |
|
|
2019
Q4 | $3.24M | Sell |
54,303
-906
| -2% | -$52K | 0.08% | 191 |
|
|
2019
Q3 | $3.09M | Buy |
55,209
+2,476
| +5% | +$138K | 0.09% | 192 |
|
|
2019
Q2 | $2.95M | Buy |
52,733
+5,048
| +11% | +$277K | 0.09% | 188 |
|
|
2019
Q1 | $2.57M | Buy |
47,685
+11,233
| +31% | +$582K | 0.08% | 197 |
|
|
2018
Q4 | $1.69M | Buy |
36,452
+904
| +3% | +$45.6K | 0.06% | 228 |
|
|
2018
Q3 | $1.96M | Buy |
35,548
+6,036
| +20% | +$331K | 0.06% | 228 |
|
|
2018
Q2 | $1.56M | Hold |
29,512
| – | – | 0.05% | 244 |
|
|
2018
Q1 | $1.52M | Buy |
29,512
+588
| +2% | +$31K | 0.05% | 236 |
|
|
2017
Q4 | $1.5M | Buy |
28,924
+1,040
| +4% | +$52.8K | 0.05% | 244 |
|
|
2017
Q3 | $1.37M | Sell |
27,884
-232
| -0.8% | -$11.2K | 0.05% | 246 |
|
|
2017
Q2 | $1.35M | Sell |
28,116
-776
| -3% | -$36.8K | 0.05% | 245 |
|
|
2017
Q1 | $1.35M | Sell |
28,892
-680
| -2% | -$31.5K | 0.05% | 241 |
|
|
2016
Q4 | $1.32M | Sell |
29,572
-20,376
| -41% | -$891K | 0.06% | 235 |
|
|
2016
Q3 | $2.18M | Buy |
49,948
+4,732
| +10% | +$205K | 0.09% | 181 |
|
|
2016
Q2 | $1.9M | Buy |
45,216
+5,020
| +12% | +$207K | 0.08% | 187 |
|
|
2016
Q1 | $1.64M | Sell |
40,196
-100
| -0.2% | -$3.81K | 0.07% | 204 |
|
|
2015
Q4 | $1.61M | Buy |
40,296
+916
| +2% | +$37.3K | 0.07% | 206 |
|
|
2015
Q3 | $1.53M | Buy |
39,380
+728
| +2% | +$30.1K | 0.07% | 208 |
|
|
2015
Q2 | $1.65M | Sell |
38,652
-348
| -0.9% | -$15.1K | 0.07% | 206 |
|
|
2015
Q1 | $1.69M | Buy |
39,000
+604
| +2% | +$25.7K | 0.08% | 196 |
|
|
2014
Q4 | $1.6M | Hold |
38,396
| – | – | 0.08% | 197 |
|
|
2014
Q3 | $1.52M | Sell |
38,396
-124
| -0.3% | -$5K | 0.07% | 196 |
|
|
2014
Q2 | $1.56M | Sell |
38,520
-552
| -1% | -$21.5K | 0.08% | 193 |
|
|
2014
Q1 | $1.51M | Sell |
39,072
-2,100
| -5% | -$79.6K | 0.08% | 185 |
|
|
2013
Q4 | $1.54M | Sell |
41,172
-2,112
| -5% | -$76.3K | 0.08% | 182 |
|
|
2013
Q3 | $1.5M | Buy |
43,284
+2,532
| +6% | +$86.5K | 0.08% | 181 |
|
|
2013
Q2 | $1.32M | Buy |
+40,752
| New | +$1.32M | 0.07% | 184 |
|
Other funds holding IWR
Whittier Trust's IWR Position: Q2 2026 in Review
Whittier Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.65% in Q2 2026, selling an estimated $125K and leaving 181,034 shares worth $20M. The position accounts for 0.2% of the portfolio, ranked #94.
Whittier Trust first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Whittier Trust held 181,034 shares of iShares Russell Mid-Cap ETF worth $20M as of Q2 2026.
- Whittier Trust sold 1,184 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $125K.
- iShares Russell Mid-Cap ETF made up 0.2% of Whittier Trust's portfolio in Q2 2026, its #94 holding.
- Whittier Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.