Mechanics Financial Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mechanics Financial Corp’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	$32.4K	Hold	197	–	–	0.01%	186
2026 Q1	$28.7K	Hold	197	–	–	0.01%	189
2025 Q4	$27.8K	Hold	197	–	–	0.01%	195
2025 Q3	$27.5K	Hold	197	–	–	0.01%	199
2025 Q2	$26K	Hold	197	–	–	0.01%	202
2025 Q1	$24.8K	Hold	197	–	–	0.01%	201
2024 Q4	$25.5K	Hold	197	–	–	0.01%	187
2024 Q3	$26.1K	Hold	197	–	–	0.01%	180
2024 Q2	$23.8K	Hold	197	–	–	0.01%	175
2024 Q1	$24.7K	Hold	197	–	–	0.01%	169
2023 Q4	$22.9K	Hold	197	–	–	0.01%	162
2023 Q3	$20.6K	Hold	197	–	–	0.01%	161
2023 Q2	$21.6K	Hold	197	–	–	0.01%	162
2023 Q1	$20.9K	Hold	197	–	–	0.01%	162
2022 Q4	$21K	Sell	197 -103	-34%	-$10.8K	0.01%	161
2022 Q3	$29K	Hold	300	–	–	0.02%	159
2022 Q2	$30K	Hold	300	–	–	0.02%	160
2022 Q1	$36K	Hold	300	–	–	0.02%	157
2021 Q4	$37K	Buy	+300	New	+$35.8K	0.02%	156

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 19.34% 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

Mechanics Financial Corp's IWS Position: Q2 2026 in Review

Mechanics Financial Corp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 197 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #186.

Mechanics Financial Corp first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. The position peaked at $37K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mechanics Financial Corp held 197 shares of iShares Russell Mid-Cap Value ETF worth $32.4K as of Q2 2026.
Mechanics Financial Corp 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 Mechanics Financial Corp's portfolio in Q2 2026, its #186 holding.
Mechanics Financial Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's iShares Russell Mid-Cap Value ETF position peaked at $37K in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.