Crews Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Crews Bank & 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 Q2	$34.2K	Hold	208	–	–	﹤0.01%	426
2026 Q1	$30.3K	Hold	208	–	–	﹤0.01%	423
2025 Q4	$29.3K	Sell	208 -45	-18%	-$6.29K	﹤0.01%	421
2025 Q3	$35.3K	Hold	253	–	–	0.01%	407
2025 Q2	$33.4K	Hold	253	–	–	0.01%	401
2025 Q1	$31.9K	Hold	253	–	–	0.01%	396
2024 Q4	$32.7K	Buy	+253	New	+$33.9K	0.01%	387

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Crews Bank & Trust's IWS Position: Q2 2026 in Review

Crews Bank & Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 208 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Crews Bank & Trust first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.3K in Q3 2025. 230 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Crews Bank & Trust held 208 shares of iShares Russell Mid-Cap Value ETF worth $34.2K as of Q2 2026.
Crews Bank & Trust 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 Crews Bank & Trust's portfolio in Q2 2026, its #426 holding.
Crews Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $35.3K in Q3 2025.
230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.