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 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

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

Midwest Trust's IWS Position: Q2 2026 in Review

Midwest Trust increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.8% in Q2 2026, buying an estimated $404K and bringing the position to 40,508 shares worth $6.67M. The position accounts for 0.08% of the portfolio, ranked #190.

Midwest Trust first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Midwest Trust held 40,508 shares of iShares Russell Mid-Cap Value ETF worth $6.67M as of Q2 2026.
Midwest Trust bought 2,563 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $404K.
iShares Russell Mid-Cap Value ETF made up 0.08% of Midwest Trust's portfolio in Q2 2026, its #190 holding.
Midwest Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.