Alpine Bank Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Alpine Bank Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.34M	Sell	14,212 -783	-5%	-$124K	0.3%	55
2026 Q1	$2.19M	Hold	14,995	–	–	0.32%	51
2025 Q4	$2.12M	Hold	14,995	–	–	0.3%	49
2025 Q3	$2.09M	Sell	14,995 -175	-1%	-$23.9K	0.29%	46
2025 Q2	$2M	Hold	15,170	–	–	0.3%	47
2025 Q1	$1.91M	Buy	+15,170	New	+$1.98M	0.31%	47
2024 Q3	$2.01M	Buy	+15,170	New	+$1.92M	0.32%	46

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alpine Bank Wealth Management's IWS Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.2% in Q2 2026, selling an estimated $124K and leaving 14,212 shares worth $2.34M. The position accounts for 0.3% of the portfolio, ranked #55.

Alpine Bank Wealth Management first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Alpine Bank Wealth Management held 14,212 shares of iShares Russell Mid-Cap Value ETF worth $2.34M as of Q2 2026.
Alpine Bank Wealth Management sold 783 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $124K.
iShares Russell Mid-Cap Value ETF made up 0.3% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #55 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.