IWR β€” IShares Russell Midcap Index ET

Ownership history in First County Bank /CT/  Β·  7 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares Russell Midcap Index ET (IWR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.2% in 2024 Q4. The latest visible filing shows IWR at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in IShares Russell Midcap Index ET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWR was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held IWR β€” position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,883 β€” 0% 0.15% $280K 2026-05-15 (Est.) $98.34
2025 Q4 UNCHANGED 2,883 β€” 0% 0.15% $278K 2026-01-14 $100.23
2025 Q3 REDUCED 2,883 -175 -5.7% 0.14% $278K 2025-10-08 $96.60
2025 Q2 REDUCED 3,058 -56 -1.8% 0.15% $281K 2025-07-17 $92.75
2025 Q1 REDUCED 3,114 -1,006 -24.4% 0.15% $265K 2025-04-07 $75.35
2024 Q4 UNCHANGED 4,120 β€” 0% 0.20% $364K 2025-01-07 $87.42
2024 Q3 INITIATED 4,120 β€” β€” 0.18% $363K 2024-11-12 $91.01

FAQ About First County Bank /CT/ and IWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning IWR?

First County Bank /CT/ reported IWR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IWR position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IWR was 0.20% in 2024 Q4.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 2,883 shares, equal to 0.15% of portfolio, with an estimated market value of $280K.

What does the chart on this IWR ownership page compare?

The chart compares First County Bank /CT/'s quarterly IWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to First County Bank /CT/ Holdings