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

Eastern Bank’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	$394K	Buy	2,396 +677	+39%	+$107K	0.01%	303
2026 Q1	$251K	Sell	1,719 -404	-19%	-$60K	﹤0.01%	341
2025 Q4	$299K	Buy	2,123 +862	+68%	+$121K	0.01%	316
2025 Q3	$176K	Buy	1,261 +601	+91%	+$82.2K	﹤0.01%	371
2025 Q2	$87.2K	Hold	660	–	–	﹤0.01%	463
2025 Q1	$83.1K	Hold	660	–	–	﹤0.01%	481
2024 Q4	$85.4K	Hold	660	–	–	﹤0.01%	490
2024 Q3	$87.3K	Buy	+660	New	+$83.4K	﹤0.01%	485

Other funds holding IWS

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

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank's IWS Position: Q2 2026 in Review

Eastern Bank increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 39% in Q2 2026, buying an estimated $107K and bringing the position to 2,396 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #303.

Eastern Bank first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Eastern Bank held 2,396 shares of iShares Russell Mid-Cap Value ETF worth $394K as of Q2 2026.
Eastern Bank bought 677 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $107K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #303 holding.
Eastern Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.