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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Alpine Bank Wealth Management's IWS Position: Q1 2026 in Review

Alpine Bank Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 14,995 shares worth $2.19M. The position accounts for 0.32% of the portfolio, ranked #51.

Alpine Bank Wealth Management first reported a position in IWS in Q3 2024 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Alpine Bank Wealth Management held 14,995 shares of iShares Russell Mid-Cap Value ETF worth $2.19M as of Q1 2026.
  • Alpine Bank Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.32% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Alpine Bank Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.