BOH
IWS icon

Bank of Hawaii’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bank of Hawaii’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 		$2.46M Sell
16,891
-1,523
-8% -$226K 0.13% 81
2025
Q4 		$2.6M Buy
18,414
+3,483
+23% +$487K 0.13% 77
2025
Q3 		$2.09M Buy
14,931
+331
+2% +$45.2K 0.1% 95
2025
Q2 		$1.93M Buy
14,600
+3,089
+27% +$387K 0.1% 92
2025
Q1 		$1.45M Sell
11,511
-575
-5% -$74.9K 0.08% 102
2024
Q4 		$1.56M Buy
12,086
+1,837
+18% +$246K 0.09% 102
2024
Q3 		$1.36M Buy
10,249
+4,001
+64% +$506K 0.06% 116
2024
Q2 		$754K Sell
6,248
-199
-3% -$24.2K 0.03% 152
2024
Q1 		$808K Sell
6,447
-635
-9% -$74.8K 0.04% 152
2023
Q4 		$824K Buy
7,082
+1,782
+34% +$190K 0.04% 145
2023
Q3 		$553K Sell
5,300
-382
-7% -$42.1K 0.03% 168
2023
Q2 		$624K Sell
5,682
-3,394
-37% -$358K 0.03% 170
2023
Q1 		$964K Sell
9,076
-4,285
-32% -$468K 0.06% 135
2022
Q4 		$1.41M Buy
13,361
+11,186
+514% +$1.17M 0.09% 103
2022
Q3 		$209K Sell
2,175
-545
-20% -$58.2K 0.01% 237
2022
Q2 		$276K Hold
2,720
– – 0.02% 212
2022
Q1 		$325K Sell
2,720
-690
-20% -$81.2K 0.02% 217
2021
Q4 		$417K Buy
+3,410
New +$407K 0.02% 201

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

Bank of Hawaii's IWS Position: Q1 2026 in Review

Bank of Hawaii reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.3% in Q1 2026, selling an estimated $226K and leaving 16,891 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #81.

Bank of Hawaii first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q4 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Bank of Hawaii held 16,891 shares of iShares Russell Mid-Cap Value ETF worth $2.46M as of Q1 2026.
  • Bank of Hawaii sold 1,523 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $226K.
  • iShares Russell Mid-Cap Value ETF made up 0.13% of Bank of Hawaii's portfolio in Q1 2026, its #81 holding.
  • Bank of Hawaii first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Bank of Hawaii's iShares Russell Mid-Cap Value ETF position peaked at $2.6M in Q4 2025.
  • 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Bank of Hawaii's 13F filing for Q1 2026, filed 15 May 2026.