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Hills Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hills Bank & 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
2023
Q3 		– Sell
-1,288
Closed -$141K – 274
2023
Q2 		$141K Sell
1,288
-972
-43% -$102K 0.02% 225
2023
Q1 		$240K Sell
2,260
-403
-15% -$44K 0.03% 187
2022
Q4 		$281K Buy
2,663
+14
+0.5% +$1.47K 0.04% 176
2022
Q3 		$254K Buy
2,649
+1,370
+107% +$146K 0.04% 176
2022
Q2 		$130K Buy
+1,279
New +$143K 0.02% 225

Other funds holding IWS

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hills Bank & Trust's IWS Position: Q3 2023 in Review

Hills Bank & Trust sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2023, closing a stake of 1,288 shares — an estimated $141K sold.

Hills Bank & Trust first reported a position in IWS in Q2 2022 and held it in 5 quarters. The position peaked at $281K in Q4 2022. 784 funds tracked by Wall St. Rank hold IWS as of Q3 2023.

  • Hills Bank & Trust reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Hills Bank & Trust sold 1,288 iShares Russell Mid-Cap Value ETF shares in Q3 2023, an estimated $141K.
  • Hills Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 5 quarters.
  • Hills Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $281K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2023.

Based on Hills Bank & Trust's 13F filing for Q3 2023, filed 26 Oct 2023.