Indiana Trust & Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Indiana Trust & Investment Management’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	$13.2K	Hold	80	–	–	﹤0.01%	396
2026 Q1	$11.7K	Hold	80	–	–	﹤0.01%	405
2025 Q4	$11.3K	Sell	80 -270	-77%	-$37.7K	﹤0.01%	399
2025 Q3	$48.9K	Hold	350	–	–	0.01%	293
2025 Q2	$46.2K	Hold	350	–	–	0.02%	297
2025 Q1	$44.1K	Hold	350	–	–	0.02%	301
2024 Q4	$45.3K	Hold	350	–	–	0.02%	298
2024 Q3	$46.3K	Hold	350	–	–	0.02%	302
2024 Q2	$42.3K	Hold	350	–	–	0.02%	297
2024 Q1	$43.9K	Hold	350	–	–	0.02%	289
2023 Q4	$40.7K	Hold	350	–	–	0.02%	271
2023 Q3	$36.5K	Buy	+350	New	+$38.6K	0.02%	278

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Indiana Trust & Investment Management's IWS Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 80 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Indiana Trust & Investment Management first reported a position in IWS in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.9K in Q3 2025. 335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Indiana Trust & Investment Management held 80 shares of iShares Russell Mid-Cap Value ETF worth $13.2K as of Q2 2026.
Indiana Trust & Investment Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #396 holding.
Indiana Trust & Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $48.9K in Q3 2025.
335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.