First Business Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Business Financial Services’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	$227K	Hold	1,377	–	–	0.02%	186
2026 Q1	$201K	Buy	+1,377	New	+$204K	0.02%	189
2024 Q1	–	Sell	-2,127	Closed	-$247K	–	168
2023 Q4	$247K	Buy	+2,127	New	+$227K	0.03%	144
2022 Q2	–	Sell	-1,735	Closed	-$208K	–	175
2022 Q1	$208K	Hold	1,735	–	–	0.02%	166
2021 Q4	$212K	Buy	+1,735	New	+$207K	0.02%	166

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Business Financial Services's IWS Position: Q2 2026 in Review

First Business Financial Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,377 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #186.

First Business Financial Services first reported a position in IWS in Q4 2021 and has held it in 5 quarters since. The position peaked at $247K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Business Financial Services held 1,377 shares of iShares Russell Mid-Cap Value ETF worth $227K as of Q2 2026.
First Business Financial Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #186 holding.
First Business Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 5 quarters since.
First Business Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $247K in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.