STOCK YARDS BANK & TRUST CO IWR — ISHARES MUT

Ownership history in STOCK YARDS BANK & TRUST CO  ·  67 quarters on record

AI Ownership Summary

STOCK YARDS BANK & TRUST CO reported ISHARES MUT (IWR) in 67 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.85% in 2026 Q2. The latest visible filing shows IWR at 1.85% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STOCK YARDS BANK & TRUST CO's position in ISHARES MUT, 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 Q2

IWR was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

IWR stock page STOCK YARDS BANK & TRUST CO fund profile STOCK YARDS BANK & TRUST CO full holdings
How STOCK YARDS BANK & TRUST CO held IWR — position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 586,685 +33,057 +6.0% 1.85% $64.7M 2026-08-13 $114.71
2026 Q1 ADDED — — — 553,628 +36,104 +7.0% 1.67% $53.8M 2026-04-24 $103.48
2025 Q4 ADDED — — — 517,524 +7,013 +1.4% 1.52% $49.8M 2026-01-21 $100.32
2025 Q3 ADDED — — — 510,511 +8,783 +1.8% 1.55% $49.3M 2025-10-30 $94.18
2025 Q2 ADDED — — — 501,728 +13,187 +2.7% 1.54% $46.1M 2025-07-21 $92.25
2025 Q1 ADDED — — — 488,541 +10,210 +2.1% 1.48% $41.6M 2025-04-16 $78.48
2024 Q4 ADDED — — — 478,331 +6,789 +1.4% 1.45% $42.3M 2025-01-24 $90.91
2024 Q3 REDUCED — — — 471,542 -2,794 -0.6% 1.34% $41.6M 2024-11-22 $92.45
2024 Q2 ADDED — — — 474,336 +8,446 +1.8% 1.27% $38.5M 2024-08-09 $79.97
2024 Q1 REDUCED — — — 465,890 -1,868 -0.4% 1.30% $39.2M 2024-04-29 $78.66
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWR

As of 2026 Q2 — sorted by position size

International City Management Association Retirement Corp 3Y 7Y 33.67% Stegner Investment Associates Inc. 3Y 21.37% Performa Ltd (US), LLC 3Y 7Y 20.01% Fox Financial, Inc 12.13% Citizens Business Bank 3Y 10.54% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.09% Krane Financial Solutions LLC 8.84% AMG National Trust Bank 3Y 7Y 8.75% GERMAN AMERICAN BANCORP, INC. 3Y 7Y 7.98% CCG WEALTH MANAGEMENT, LLC 3Y 7Y 7.68%

FAQ About STOCK YARDS BANK & TRUST CO and IWR

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

How long has STOCK YARDS BANK & TRUST CO reported owning IWR?

STOCK YARDS BANK & TRUST CO reported IWR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWR position in STOCK YARDS BANK & TRUST CO's portfolio?

The largest reported portfolio weight for IWR was 1.85% in 2026 Q2.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2026 Q2, when STOCK YARDS BANK & TRUST CO reported 586,685 shares, equal to 1.85% of portfolio, with an estimated market value of $64.7M.

What does the chart on this IWR ownership page compare?

The chart compares STOCK YARDS BANK & TRUST CO'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.

How well did STOCK YARDS BANK & TRUST CO time their IWR position?

Based on 13F filing dates vs. subsequent IWR price moves, STOCK YARDS BANK & TRUST CO correctly timed 34 out of 65 reported position changes (52%). The annualised alpha on IWR relative to SPY over the holding period was +5.0%.

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