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 Q3	$11.9K	Hold	74	–	–	﹤0.01%	457
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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

American National Bank & Trust's IWS Position: Q3 2026 in Review

American National Bank & Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 74 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

American National Bank & Trust first reported a position in IWS in Q1 2018 and has held it in 35 quarters since. The position peaked at $37K in Q2 2021. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

American National Bank & Trust held 74 shares of iShares Russell Mid-Cap Value ETF worth $11.9K as of Q3 2026.
American National Bank & Trust left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #457 holding.
American National Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 35 quarters since.
American National Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $37K in Q2 2021.
52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.