Bangor Savings Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bangor Savings Bank’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	$76.7K	Hold	466	–	–	0.01%	268
2026 Q1	$67.9K	Hold	466	–	–	0.01%	271
2025 Q4	$65.7K	Hold	466	–	–	0.01%	279
2025 Q3	$65.1K	Hold	466	–	–	0.01%	284
2025 Q2	$61.6K	Hold	466	–	–	0.01%	287
2025 Q1	$58.7K	Hold	466	–	–	0.01%	286
2024 Q4	$60.3K	Sell	466 -9	-2%	-$1.21K	0.01%	284
2024 Q3	$62.8K	Hold	475	–	–	0.01%	285
2024 Q2	$57.4K	Hold	475	–	–	0.01%	279
2024 Q1	$59.5K	Hold	475	–	–	0.01%	278
2023 Q4	$55.2K	Hold	475	–	–	0.01%	285
2023 Q3	$49.6K	Hold	475	–	–	0.01%	289
2023 Q2	$52.2K	Hold	475	–	–	0.01%	292
2023 Q1	$50.4K	Hold	475	–	–	0.01%	294
2022 Q4	$50K	Hold	475	–	–	0.01%	300
2022 Q3	$46K	Hold	475	–	–	0.01%	302
2022 Q2	$48K	Buy	+475	New	+$53.1K	0.01%	306

Other funds holding IWS

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

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bangor Savings Bank's IWS Position: Q2 2026 in Review

Bangor Savings Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 466 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #268.

Bangor Savings Bank first reported a position in IWS in Q2 2022 and has held it in 17 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Bangor Savings Bank held 466 shares of iShares Russell Mid-Cap Value ETF worth $76.7K as of Q2 2026.
Bangor Savings Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #268 holding.
Bangor Savings Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.