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

Greenleaf 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
Q1 		$976K Sell
6,700
-202
-3% -$30K 0.01% 341
2025
Q4 		$974K Hold
6,902
– – 0.01% 339
2025
Q3 		$964K Sell
6,902
-1,421
-17% -$194K 0.01% 335
2025
Q2 		$1.1M Hold
8,323
– – 0.01% 298
2025
Q1 		$1.05M Sell
8,323
-1,118
-12% -$146K 0.01% 312
2024
Q4 		$1.22M Sell
9,441
-700
-7% -$93.7K 0.01% 281
2024
Q3 		$1.34M Buy
10,141
+4,813
+90% +$608K 0.01% 274
2024
Q2 		$643K Hold
5,328
– – 0.01% 409
2024
Q1 		$668K Hold
5,328
– – 0.01% 391
2023
Q4 		$620K Hold
5,328
– – 0.01% 401
2023
Q3 		$556K Hold
5,328
– – 0.01% 405
2023
Q2 		$585K Buy
5,328
+700
+15% +$73.7K 0.01% 415
2023
Q1 		$491K Hold
4,628
– – 0.01% 461
2022
Q4 		$488K Sell
4,628
-485
-9% -$50.9K 0.01% 452
2022
Q3 		$491K Sell
5,113
-118
-2% -$12.6K 0.01% 402
2022
Q2 		$531K Hold
5,231
– – 0.01% 374
2022
Q1 		$626K Sell
5,231
-642
-11% -$75.6K 0.01% 351
2021
Q4 		$719K Sell
5,873
-623
-10% -$74.4K 0.01% 321
2021
Q3 		$736K Buy
6,496
+4,496
+225% +$520K 0.01% 290
2021
Q2 		$230K Hold
2,000
– – ﹤0.01% 659
2021
Q1 		$219K Buy
+2,000
New +$208K ﹤0.01% 663

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Greenleaf Trust's IWS Position: Q1 2026 in Review

Greenleaf Trust reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.9% in Q1 2026, selling an estimated $30K and leaving 6,700 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #341.

Greenleaf Trust first reported a position in IWS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.34M in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Greenleaf Trust held 6,700 shares of iShares Russell Mid-Cap Value ETF worth $976K as of Q1 2026.
  • Greenleaf Trust sold 202 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $30K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #341 holding.
  • Greenleaf Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Greenleaf Trust's iShares Russell Mid-Cap Value ETF position peaked at $1.34M in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.