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MidFirst Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

MidFirst Bank’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.2M Sell
28,046
-181
-0.6% -$37.9K 0.44% 61
2026
Q1 		$5.35M Sell
28,227
-1,080
-4% -$209K 0.44% 60
2025
Q4 		$5.31M Buy
+29,307
New +$5.26M 0.42% 58

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MidFirst Bank's IWN Position: Q2 2026 in Review

MidFirst Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.64% in Q2 2026, selling an estimated $37.9K and leaving 28,046 shares worth $6.2M. The position accounts for 0.44% of the portfolio, ranked #61.

MidFirst Bank first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MidFirst Bank held 28,046 shares of iShares Russell 2000 Value ETF worth $6.2M as of Q2 2026.
  • MidFirst Bank sold 181 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $37.9K.
  • iShares Russell 2000 Value ETF made up 0.44% of MidFirst Bank's portfolio in Q2 2026, its #61 holding.
  • MidFirst Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.