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 Q3	$367K	Sell	2,284 -112	-5%	-$18.8K	0.01%	319
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Eastern Bank's IWS Position: Q3 2026 in Review

Eastern Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.7% in Q3 2026, selling an estimated $18.8K and leaving 2,284 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #319.

Eastern Bank first reported a position in IWS in Q3 2024 and has held it in 9 quarters since. The position peaked at $394K in Q2 2026. 292 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Eastern Bank held 2,284 shares of iShares Russell Mid-Cap Value ETF worth $367K as of Q3 2026.
Eastern Bank sold 112 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $18.8K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #319 holding.
Eastern Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares Russell Mid-Cap Value ETF position peaked at $394K in Q2 2026.
292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.