AT
IWS icon

Arlington Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Arlington 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
Q1 		– Sell
-53
Closed -$7.48K – 851
2025
Q4 		$7.48K Hold
53
– – ﹤0.01% 341
2025
Q3 		$7.4K Hold
53
– – ﹤0.01% 502
2025
Q2 		$7K Sell
53
-200
-79% -$25.1K ﹤0.01% 510
2025
Q1 		$31.9K Buy
+253
New +$32.9K 0.01% 407

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Arlington Trust's IWS Position: Q1 2026 in Review

Arlington Trust sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 53 shares — an estimated $7.48K sold.

Arlington Trust first reported a position in IWS in Q1 2025 and held it in 4 quarters. The position peaked at $31.9K in Q1 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Arlington Trust reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Arlington Trust sold 53 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.48K.
  • Arlington Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Arlington Trust's iShares Russell Mid-Cap Value ETF position peaked at $31.9K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Arlington Trust's 13F filing for Q1 2026, filed 8 Apr 2026.