Home Federal Bank of Tennessee’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Home Federal Bank of Tennessee’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	$1.22M	Sell	7,421 -3	-0%	-$473	0.26%	43
2026 Q1	$1.08M	Sell	7,424 -1,125	-13%	-$167K	0.27%	40
2025 Q4	$1.21M	Sell	8,549 -27	-0.3%	-$3.77K	0.31%	36
2025 Q3	$1.2M	Sell	8,576 -23	-0.3%	-$3.14K	0.32%	38
2025 Q2	$1.14M	Sell	8,599 -5,021	-37%	-$630K	0.32%	40
2025 Q1	$1.72M	Sell	13,620 -148	-1%	-$19.3K	0.51%	30
2024 Q4	$1.78M	Sell	13,768 -159	-1%	-$21.3K	0.53%	28
2024 Q3	$1.84M	Sell	13,927 -266	-2%	-$33.6K	0.53%	29
2024 Q2	$1.71M	Sell	14,193 -19	-0.1%	-$2.31K	0.52%	29
2024 Q1	$1.78M	Sell	14,212 -471	-3%	-$55.5K	0.55%	27
2023 Q4	$1.71M	Sell	14,683 -37	-0.3%	-$3.94K	0.57%	26
2023 Q3	$1.54M	Sell	14,720 -138	-0.9%	-$15.2K	0.57%	29
2023 Q2	$1.63M	Sell	14,858 -180	-1%	-$19K	0.58%	27
2023 Q1	$1.6M	Sell	15,038 -41	-0.3%	-$4.47K	0.59%	28
2022 Q4	$1.59M	Sell	15,079 -225	-1%	-$23.6K	0.6%	28
2022 Q3	$1.47M	Sell	15,304 -18	-0.1%	-$1.92K	0.61%	27
2022 Q2	$1.56M	Sell	15,322 -54	-0.4%	-$6.04K	0.61%	29
2022 Q1	$1.84M	Sell	15,376 -57	-0.4%	-$6.71K	0.63%	27
2021 Q4	$1.89M	Sell	15,433 -633	-4%	-$75.6K	0.63%	27
2021 Q3	$1.82M	Sell	16,066 -1,405	-8%	-$163K	0.66%	27
2021 Q2	$2.01M	Sell	17,471 -7,114	-29%	-$816K	0.73%	26
2021 Q1	$2.69M	Sell	24,585 -16,748	-41%	-$1.74M	1.01%	17
2020 Q4	$4.01M	Sell	41,333 -15,906	-28%	-$1.43M	1.59%	5
2020 Q3	$4.63M	Sell	57,239 -2,387	-4%	-$193K	2.04%	5
2020 Q2	$4.56M	Sell	59,626 -65,979	-53%	-$4.8M	2.12%	5
2020 Q1	$8.05M	Buy	125,605 +4,301	+4%	+$368K	4.38%	3
2019 Q4	$11.5M	Sell	121,304 -257	-0.2%	-$23.5K	4.81%	3
2019 Q3	$10.9M	Buy	121,561 +1,519	+1%	+$135K	4.9%	3
2019 Q2	$10.7M	Buy	120,042 +3,337	+3%	+$293K	4.89%	3
2019 Q1	$10.1M	Buy	116,705 +1,080	+0.9%	+$91.1K	4.8%	3
2018 Q4	$8.83M	Buy	115,625 +2,222	+2%	+$186K	4.63%	3
2018 Q3	$10.2M	Sell	113,403 -2,202	-2%	-$199K	4.71%	4
2018 Q2	$10.2M	Buy	115,605 +76	+0.1%	+$6.68K	4.96%	4
2018 Q1	$9.98M	Buy	115,529 +1,536	+1%	+$136K	5.07%	4
2017 Q4	$10.2M	Sell	113,993 -450	-0.4%	-$39.1K	4.98%	4
2017 Q3	$9.72M	Buy	114,443 +1,141	+1%	+$95.6K	4.97%	4
2017 Q2	$9.53M	Buy	113,302 +109	+0.1%	+$9.07K	5.1%	4
2017 Q1	$9.39M	Sell	113,193 -314	-0.3%	-$25.9K	5.1%	4
2016 Q4	$9.13M	Buy	113,507 +4,667	+4%	+$364K	5.16%	4
2016 Q3	$8.36M	Buy	108,840 +20	+0%	+$1.52K	4.9%	4
2016 Q2	$8.08M	Buy	108,820 +1,447	+1%	+$105K	4.83%	4
2016 Q1	$7.62M	Buy	107,373 +4,035	+4%	+$266K	4.78%	4
2015 Q4	$7.09M	Buy	+103,338	New	+$7.26M	4.65%	4

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 19.28% 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

Home Federal Bank of Tennessee's IWS Position: Q2 2026 in Review

Home Federal Bank of Tennessee reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.04% in Q2 2026, selling an estimated $473 and leaving 7,421 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #43.

Home Federal Bank of Tennessee first reported a position in IWS in Q4 2015 and has held it in 43 quarters since. The position peaked at $11.5M in Q4 2019. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Home Federal Bank of Tennessee held 7,421 shares of iShares Russell Mid-Cap Value ETF worth $1.22M as of Q2 2026.
Home Federal Bank of Tennessee sold 3 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $473.
iShares Russell Mid-Cap Value ETF made up 0.26% of Home Federal Bank of Tennessee's portfolio in Q2 2026, its #43 holding.
Home Federal Bank of Tennessee first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
Home Federal Bank of Tennessee's iShares Russell Mid-Cap Value ETF position peaked at $11.5M in Q4 2019.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Home Federal Bank of Tennessee's 13F filing for Q2 2026, filed 15 Jul 2026.