Midwest Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Midwest Trust’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 Q3	$6.43M	Sell	40,011 -497	-1%	-$83.3K	0.07%	191
2026 Q2	$6.67M	Buy	40,508 +2,563	+7%	+$404K	0.08%	190
2026 Q1	$5.53M	Buy	37,945 +2,028	+6%	+$301K	0.07%	197
2025 Q4	$5.07M	Buy	35,917 +4,321	+14%	+$604K	0.06%	212
2025 Q3	$4.41M	Buy	31,596 +6,255	+25%	+$855K	0.06%	217
2025 Q2	$3.35M	Buy	+25,341	New	+$3.18M	0.05%	235

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Midwest Trust's IWS Position: Q3 2026 in Review

Midwest Trust reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q3 2026, selling an estimated $83.3K and leaving 40,011 shares worth $6.43M. The position accounts for 0.07% of the portfolio, ranked #191.

Midwest Trust first reported a position in IWS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.67M in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Midwest Trust held 40,011 shares of iShares Russell Mid-Cap Value ETF worth $6.43M as of Q3 2026.
Midwest Trust sold 497 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $83.3K.
iShares Russell Mid-Cap Value ETF made up 0.07% of Midwest Trust's portfolio in Q3 2026, its #191 holding.
Midwest Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Russell Mid-Cap Value ETF position peaked at $6.67M in Q2 2026.
317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.