First Merchants Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Merchants Corp’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	$6.17M	Buy	37,494 +2,252	+6%	+$355K	0.22%	100
2026 Q1	$5.14M	Sell	35,242 -3,750	-10%	-$557K	0.2%	115
2025 Q4	$5.5M	Buy	38,992 +147	+0.4%	+$20.6K	0.2%	114
2025 Q3	$5.43M	Buy	38,845 +1,017	+3%	+$139K	0.2%	117
2025 Q2	$5M	Buy	37,828 +629	+2%	+$78.9K	0.19%	122
2025 Q1	$4.69M	Buy	37,199 +12,865	+53%	+$1.68M	0.19%	124
2024 Q4	$3.15M	Sell	24,334 -18	-0.1%	-$2.41K	0.12%	147
2024 Q3	$3.22M	Buy	24,352 +990	+4%	+$125K	0.12%	147
2024 Q2	$2.82M	Buy	23,362 +41	+0.2%	+$4.98K	0.11%	156
2024 Q1	$2.92M	Buy	23,321 +21,551	+1,218%	+$2.54M	0.22%	109
2023 Q4	$206K	Buy	+1,770	New	+$189K	0.02%	206
2022 Q2	–	Sell	-1,770	Closed	-$212K	–	227
2022 Q1	$212K	Hold	1,770	–	–	0.02%	226
2021 Q4	$217K	Hold	1,770	–	–	0.02%	227
2021 Q3	$200K	Hold	1,770	–	–	0.01%	238
2021 Q2	$204K	Buy	+1,770	New	+$203K	0.01%	239
2015 Q2	–	Sell	-9,244	Closed	-$696K	–	144
2015 Q1	$696K	Buy	+9,244	New	+$689K	0.21%	107

Other funds holding IWS

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return