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

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 Merchants Corp's IWS Position: Q2 2026 in Review

First Merchants Corp increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.4% in Q2 2026, buying an estimated $355K and bringing the position to 37,494 shares worth $6.17M. The position accounts for 0.22% of the portfolio, ranked #100.

First Merchants Corp first reported a position in IWS in Q1 2015 and has held it in 16 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Merchants Corp held 37,494 shares of iShares Russell Mid-Cap Value ETF worth $6.17M as of Q2 2026.
First Merchants Corp bought 2,252 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $355K.
iShares Russell Mid-Cap Value ETF made up 0.22% of First Merchants Corp's portfolio in Q2 2026, its #100 holding.
First Merchants Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and has held it in 16 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.