First Horizon Corporation’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Horizon Corporation’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 Q1	$13.5M	Buy	92,925 +5,805	+7%	+$862K	0.57%	54
2025 Q4	$12.3M	Buy	87,120 +7,354	+9%	+$1.03M	0.55%	59
2025 Q3	$11.1M	Buy	+79,766	New	+$10.9M	0.52%	59
2021 Q2	$271K	Buy	2,365 +903	+62%	+$104K	0.02%	206
2021 Q1	$159K	Buy	1,462 +1,224	+514%	+$127K	0.02%	256
2020 Q4	$23K	Hold	238	–	–	﹤0.01%	492
2020 Q3	$19K	Buy	+238	New	+$19.3K	﹤0.01%	503
2013 Q2	$863K	Buy	+14,894	New	+$863K	0.24%	109

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

First Horizon Corporation's IWS Position: Q1 2026 in Review

First Horizon Corporation increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.7% in Q1 2026, buying an estimated $862K and bringing the position to 92,925 shares worth $13.5M. The position accounts for 0.57% of the portfolio, ranked #54.

First Horizon Corporation first reported a position in IWS in Q2 2013 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

First Horizon Corporation held 92,925 shares of iShares Russell Mid-Cap Value ETF worth $13.5M as of Q1 2026.
First Horizon Corporation bought 5,805 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $862K.
iShares Russell Mid-Cap Value ETF made up 0.57% of First Horizon Corporation's portfolio in Q1 2026, its #54 holding.
First Horizon Corporation first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on First Horizon Corporation's 13F filing for Q1 2026, filed 30 Apr 2026.