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

Bank of New Hampshire’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	$35.1K	Hold	213	–	–	0.01%	358
2026 Q1	$31K	Sell	213 -1	-0.5%	-$148	0.01%	364
2025 Q4	$30.2K	Hold	214	–	–	0.01%	327
2025 Q3	$29.9K	Hold	214	–	–	0.01%	324
2025 Q2	$28.3K	Hold	214	–	–	0.01%	324
2025 Q1	$27K	Hold	214	–	–	0.01%	325
2024 Q4	$27.7K	Hold	214	–	–	0.01%	326
2024 Q3	$28.3K	Hold	214	–	–	0.01%	331
2024 Q2	$25.8K	Hold	214	–	–	0.01%	353
2024 Q1	$26.8K	Hold	214	–	–	0.01%	356
2023 Q4	$24.9K	Hold	214	–	–	0.01%	361
2023 Q3	$22.3K	Hold	214	–	–	0.01%	368
2023 Q2	$23.5K	Hold	214	–	–	0.01%	372
2023 Q1	$22.7K	Hold	214	–	–	0.01%	371
2022 Q4	$23K	Hold	214	–	–	0.01%	375
2022 Q3	$21K	Hold	214	–	–	0.01%	384
2022 Q2	$22K	Hold	214	–	–	0.01%	388
2022 Q1	$26K	Buy	+214	New	+$25.2K	0.01%	385

Other funds holding IWS

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

FCBT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of New Hampshire's IWS Position: Q2 2026 in Review

Bank of New Hampshire held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 213 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #358.

Bank of New Hampshire first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. 566 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Bank of New Hampshire held 213 shares of iShares Russell Mid-Cap Value ETF worth $35.1K as of Q2 2026.
Bank of New Hampshire 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 Bank of New Hampshire's portfolio in Q2 2026, its #358 holding.
Bank of New Hampshire first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
566 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.