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 Q3	$34.2K	Hold	213	–	–	0.01%	352
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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Bank of New Hampshire's IWS Position: Q3 2026 in Review

Bank of New Hampshire held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 213 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Bank of New Hampshire first reported a position in IWS in Q1 2022 and has held it in 19 quarters since. The position peaked at $35.1K in Q2 2026. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Bank of New Hampshire held 213 shares of iShares Russell Mid-Cap Value ETF worth $34.2K as of Q3 2026.
Bank of New Hampshire left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Bank of New Hampshire's portfolio in Q3 2026, its #352 holding.
Bank of New Hampshire first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
Bank of New Hampshire's iShares Russell Mid-Cap Value ETF position peaked at $35.1K in Q2 2026.
52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.