Independence Bank of Kentucky’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Independence Bank of Kentucky’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	$227K	Sell	1,378 -85	-6%	-$13.4K	0.03%	274
2026 Q1	$213K	Sell	1,463 -75	-5%	-$11.1K	0.03%	270
2025 Q4	$217K	Hold	1,538	–	–	0.03%	279
2025 Q3	$215K	Hold	1,538	–	–	0.03%	279
2025 Q2	$203K	Sell	1,538 -183	-11%	-$23K	0.03%	279
2025 Q1	$217K	Sell	1,721 -1,523	-47%	-$198K	0.03%	265
2024 Q4	$420K	Hold	3,244	–	–	0.06%	208
2024 Q3	$429K	Sell	3,244 -1,235	-28%	-$156K	0.09%	186
2024 Q2	$541K	Buy	4,479 +2,342	+110%	+$285K	0.14%	151
2024 Q1	$268K	Sell	2,137 -75	-3%	-$8.83K	0.08%	195
2023 Q4	$257K	Buy	2,212 +1,440	+187%	+$153K	0.09%	182
2023 Q3	$80.5K	Hold	772	–	–	0.03%	248
2023 Q2	$84.8K	Hold	772	–	–	0.03%	244
2023 Q1	$82K	Hold	772	–	–	0.04%	235
2022 Q4	$81K	Hold	772	–	–	0.04%	233
2022 Q3	$74K	Hold	772	–	–	0.04%	216
2022 Q2	$78K	Hold	772	–	–	0.03%	216
2022 Q1	$92K	Buy	772 +350	+83%	+$41.2K	0.04%	217
2021 Q4	$52K	Hold	422	–	–	0.02%	240
2021 Q3	$48K	Hold	422	–	–	0.02%	242
2021 Q2	$49K	Buy	+422	New	+$48.4K	0.02%	239

Other funds holding IWS

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Independence Bank of Kentucky's IWS Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.8% in Q2 2026, selling an estimated $13.4K and leaving 1,378 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #274.

Independence Bank of Kentucky first reported a position in IWS in Q2 2021 and has held it in 21 quarters since. The position peaked at $541K in Q2 2024. 844 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Independence Bank of Kentucky held 1,378 shares of iShares Russell Mid-Cap Value ETF worth $227K as of Q2 2026.
Independence Bank of Kentucky sold 85 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $13.4K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #274 holding.
Independence Bank of Kentucky first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
Independence Bank of Kentucky's iShares Russell Mid-Cap Value ETF position peaked at $541K in Q2 2024.
844 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.