American State Bank (Iowa)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

American State Bank (Iowa)’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
2024 Q4	–	Sell	-1,540	Closed	-$204K	–	124
2024 Q3	$204K	Buy	+1,540	New	+$195K	0.12%	127
2024 Q1	–	Sell	-1,540	Closed	-$179K	–	217
2023 Q4	$179K	Hold	1,540	–	–	0.11%	133
2023 Q3	$161K	Hold	1,540	–	–	0.12%	135
2023 Q2	$169K	Hold	1,540	–	–	0.12%	134
2023 Q1	$164K	Hold	1,540	–	–	0.12%	133
2022 Q4	$162K	Hold	1,540	–	–	0.13%	124
2022 Q3	$148K	Sell	1,540 -3,730	-71%	-$398K	0.13%	127
2022 Q2	$535K	Hold	5,270	–	–	0.42%	72
2022 Q1	$631K	Hold	5,270	–	–	0.44%	69
2021 Q4	$645K	Sell	5,270 -210	-4%	-$25.1K	0.45%	76
2021 Q3	$621K	Hold	5,480	–	–	0.48%	70
2021 Q2	$630K	Sell	5,480 -1,750	-24%	-$201K	0.49%	72
2021 Q1	$790K	Sell	7,230 -920	-11%	-$95.8K	0.67%	52
2020 Q4	$790K	Buy	+8,150	New	+$735K	0.75%	44

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American State Bank (Iowa)'s IWS Position: Q4 2024 in Review

American State Bank (Iowa) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2024, closing a stake of 1,540 shares — an estimated $204K sold.

American State Bank (Iowa) first reported a position in IWS in Q4 2020 and held it in 14 quarters. The position peaked at $790K in Q1 2021. 946 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

American State Bank (Iowa) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,540 iShares Russell Mid-Cap Value ETF shares in Q4 2024, an estimated $204K.
American State Bank (Iowa) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 14 quarters.
American State Bank (Iowa)'s iShares Russell Mid-Cap Value ETF position peaked at $790K in Q1 2021.
946 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on American State Bank (Iowa)'s 13F filing for Q4 2024, filed 14 Apr 2026.