American National Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

American National Bank & Trust’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	$12.2K	Sell	74 -20	-21%	-$3.16K	﹤0.01%	470
2026 Q1	$13.7K	Hold	94	–	–	﹤0.01%	460
2025 Q4	$13.3K	Hold	94	–	–	﹤0.01%	482
2025 Q3	$13.1K	Hold	94	–	–	﹤0.01%	499
2025 Q2	$12.4K	Hold	94	–	–	﹤0.01%	520
2025 Q1	$11.8K	Hold	94	–	–	﹤0.01%	459
2024 Q4	$12.2K	Sell	94 -65	-41%	-$8.7K	﹤0.01%	426
2024 Q3	$21K	Hold	159	–	–	﹤0.01%	374
2024 Q2	$19.2K	Hold	159	–	–	﹤0.01%	408
2024 Q1	$19.9K	Hold	159	–	–	﹤0.01%	383
2023 Q4	$18.5K	Hold	159	–	–	﹤0.01%	369
2023 Q3	$16.6K	Hold	159	–	–	﹤0.01%	372
2023 Q2	$17.5K	Hold	159	–	–	﹤0.01%	371
2023 Q1	$16.9K	Sell	159 -85	-35%	-$9.27K	﹤0.01%	364
2022 Q4	$26K	Hold	244	–	–	0.01%	315
2022 Q3	$23K	Hold	244	–	–	0.01%	302
2022 Q2	$25K	Hold	244	–	–	0.01%	229
2022 Q1	$29K	Hold	244	–	–	0.01%	241
2021 Q4	$30K	Hold	244	–	–	0.01%	224
2021 Q3	$28K	Sell	244 -81	-25%	-$9.38K	0.01%	196
2021 Q2	$37K	Hold	325	–	–	0.01%	181
2021 Q1	$36K	Hold	325	–	–	0.01%	160
2020 Q4	$32K	Hold	325	–	–	0.01%	156
2020 Q3	$26K	Hold	325	–	–	0.01%	160
2020 Q2	$25K	Hold	325	–	–	0.01%	161
2020 Q1	$21K	Hold	325	–	–	0.01%	153
2019 Q4	$31K	Hold	325	–	–	0.01%	153
2019 Q3	$29K	Hold	325	–	–	0.01%	138
2019 Q2	$29K	Hold	325	–	–	0.01%	132
2019 Q1	$28K	Hold	325	–	–	0.01%	135
2018 Q4	$25K	Hold	325	–	–	0.01%	126
2018 Q3	$29K	Hold	325	–	–	0.01%	158
2018 Q2	$29K	Hold	325	–	–	0.01%	176
2018 Q1	$28K	Buy	+325	New	+$28.8K	0.01%	178

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

American National Bank & Trust's IWS Position: Q2 2026 in Review

American National Bank & Trust reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 21% in Q2 2026, selling an estimated $3.16K and leaving 74 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

American National Bank & Trust first reported a position in IWS in Q1 2018 and has held it in 34 quarters since. The position peaked at $37K in Q2 2021. 366 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

American National Bank & Trust held 74 shares of iShares Russell Mid-Cap Value ETF worth $12.2K as of Q2 2026.
American National Bank & Trust sold 20 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.16K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q2 2026, its #470 holding.
American National Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
American National Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $37K in Q2 2021.
366 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.