Glenview Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Glenview Trust’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	$1.28M	Buy	7,760 +5	+0.1%	+$789	0.02%	275
2026 Q1	$1.13M	Sell	7,755 -25	-0.3%	-$3.71K	0.02%	273
2025 Q4	$1.1M	Hold	7,780	–	–	0.02%	277
2025 Q3	$1.09M	Hold	7,780	–	–	0.02%	284
2025 Q2	$1.03M	Hold	7,780	–	–	0.02%	274
2025 Q1	$980K	Sell	7,780 -182	-2%	-$23.7K	0.02%	269
2024 Q4	$1.03M	Sell	7,962 -8,816	-53%	-$1.18M	0.02%	269
2024 Q3	$2.22M	Buy	16,778 +25	+0.1%	+$3.16K	0.04%	203
2024 Q2	$2.02M	Buy	16,753 +380	+2%	+$46.2K	0.04%	200
2024 Q1	$2.05M	Hold	16,373	–	–	0.04%	200
2023 Q4	$1.9M	Buy	16,373 +8,630	+111%	+$919K	0.05%	197
2023 Q3	$808K	Buy	7,743 +218	+3%	+$24K	0.02%	249
2023 Q2	$827K	Sell	7,525 -1,811	-19%	-$191K	0.02%	255
2023 Q1	$991K	Buy	9,336 +1,786	+24%	+$195K	0.03%	229
2022 Q4	$795K	Buy	7,550 +262	+4%	+$27.5K	0.03%	247
2022 Q3	$700K	Buy	7,288 +45	+0.6%	+$4.81K	0.03%	235
2022 Q2	$736K	Buy	7,243 +1,010	+16%	+$113K	0.03%	226
2022 Q1	$746K	Hold	6,233	–	–	0.02%	237
2021 Q4	$763K	Hold	6,233	–	–	0.03%	237
2021 Q3	$706K	Sell	6,233 -600	-9%	-$69.5K	0.03%	228
2021 Q2	$785K	Buy	6,833 +717	+12%	+$82.2K	0.03%	214
2021 Q1	$668K	Hold	6,116	–	–	0.03%	219
2020 Q4	$593K	Sell	6,116 -216	-3%	-$19.5K	0.03%	222
2020 Q3	$512K	Sell	6,332 -1,468	-19%	-$119K	0.03%	226
2020 Q2	$597K	Sell	7,800 -12,534	-62%	-$912K	0.03%	211
2020 Q1	$1.3M	Sell	20,334 -17	-0.1%	-$1.45K	0.09%	144
2019 Q4	$1.93M	Sell	20,351 -8	-0%	-$731	0.11%	132
2019 Q3	$1.83M	Buy	20,359 +1,835	+10%	+$163K	0.11%	136
2019 Q2	$1.65M	Hold	18,524	–	–	0.1%	150
2019 Q1	$1.61M	Buy	18,524 +680	+4%	+$57.3K	0.1%	159
2018 Q4	$1.36M	Sell	17,844 -109	-0.6%	-$9.12K	0.1%	156
2018 Q3	$1.62M	Buy	17,953 +1,422	+9%	+$129K	0.1%	148
2018 Q2	$1.46M	Hold	16,531	–	–	0.11%	140
2018 Q1	$1.43M	Sell	16,531 -47	-0.3%	-$4.17K	0.1%	150
2017 Q4	$1.48M	Hold	16,578	–	–	0.1%	149
2017 Q3	$1.41M	Hold	16,578	–	–	0.1%	146
2017 Q2	$1.39M	Hold	16,578	–	–	0.11%	134
2017 Q1	$1.38M	Hold	16,578	–	–	0.11%	134
2016 Q4	$1.33M	Buy	+16,578	New	+$1.29M	0.11%	131
2015 Q4	$1.38M	Buy	+20,097	New	+$1.41M	0.14%	119
2014 Q4	$530K	Buy	+7,186	New	+$516K	0.06%	156
2013 Q4	$284K	Buy	+4,318	New	+$275K	0.03%	188

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

Glenview Trust's IWS Position: Q2 2026 in Review

Glenview Trust increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.06% in Q2 2026, buying an estimated $789 and bringing the position to 7,760 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #275.

Glenview Trust first reported a position in IWS in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.22M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Glenview Trust held 7,760 shares of iShares Russell Mid-Cap Value ETF worth $1.28M as of Q2 2026.
Glenview Trust bought 5 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $789.
iShares Russell Mid-Cap Value ETF made up 0.02% of Glenview Trust's portfolio in Q2 2026, its #275 holding.
Glenview Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and has held it in 42 quarters since.
Glenview Trust's iShares Russell Mid-Cap Value ETF position peaked at $2.22M in Q3 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.