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Bank of Jackson Hole Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bank of Jackson Hole 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 		$197K Hold
1,355
– – 0.1% 146
2025
Q4 		$191K Buy
1,355
+35
+3% +$4.89K 0.09% 144
2025
Q3 		$184K Hold
1,320
– – 0.09% 139
2025
Q2 		$174K Hold
1,320
– – 0.1% 135
2025
Q1 		$173K Sell
1,320
-190
-13% -$24.7K 0.11% 136
2024
Q4 		$195K Buy
+1,510
New +$202K 0.13% 121

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 Jackson Hole Trust's IWS Position: Q1 2026 in Review

Bank of Jackson Hole Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,355 shares worth $197K. The position accounts for 0.1% of the portfolio, ranked #146.

Bank of Jackson Hole Trust first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Bank of Jackson Hole Trust held 1,355 shares of iShares Russell Mid-Cap Value ETF worth $197K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.1% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #146 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.