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Nations Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Nations Financial Group’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
Q1 		$2.72M Sell
18,668
-41
-0.2% -$6.09K 0.14% 173
2025
Q4 		$2.64M Buy
18,709
+1,939
+12% +$271K 0.14% 172
2025
Q3 		$2.34M Sell
16,770
-110
-0.7% -$15K 0.15% 169
2025
Q2 		$2.23M Buy
16,880
+2,564
+18% +$322K 0.15% 165
2025
Q1 		$1.8M Sell
14,316
-794
-5% -$103K 0.14% 179
2024
Q4 		$1.95M Sell
15,110
-241
-2% -$32.3K 0.14% 177
2024
Q3 		$2.03M Buy
15,351
+1,023
+7% +$129K 0.15% 169
2024
Q2 		$1.73M Sell
14,328
-638
-4% -$77.5K 0.14% 167
2024
Q1 		$1.88M Buy
14,966
+187
+1% +$22K 0.16% 156
2023
Q4 		$1.72M Sell
14,779
-54
-0.4% -$5.75K 0.16% 148
2023
Q3 		$1.55M Sell
14,833
-160
-1% -$17.6K 0.16% 155
2023
Q2 		$1.65M Sell
14,993
-504
-3% -$53.1K 0.16% 153
2023
Q1 		$1.65M Sell
15,497
-61
-0.4% -$6.66K 0.17% 151
2022
Q4 		$1.64M Buy
15,558
+425
+3% +$44.6K 0.18% 141
2022
Q3 		$1.45M Buy
15,133
+132
+0.9% +$14.1K 0.21% 115
2022
Q2 		$1.52M Buy
15,001
+287
+2% +$32.1K 0.2% 127
2022
Q1 		$1.76M Buy
14,714
+658
+5% +$77.5K 0.21% 116
2021
Q4 		$1.72M Buy
14,056
+336
+2% +$40.1K 0.23% 110
2021
Q3 		$1.55M Buy
13,720
+1,022
+8% +$118K 0.24% 103
2021
Q2 		$1.46M Buy
12,698
+2,198
+21% +$252K 0.24% 103
2021
Q1 		$1.15M Buy
10,500
+445
+4% +$46.4K 0.26% 107
2020
Q4 		$975K Buy
10,055
+1,900
+23% +$171K 0.26% 113
2020
Q3 		$659K Buy
8,155
+5
+0.1% +$405 0.2% 139
2020
Q2 		$624K Buy
8,150
+877
+12% +$63.8K 0.22% 133
2020
Q1 		$466K Sell
7,273
-1,064
-13% -$91K 0.2% 153
2019
Q4 		$790K Buy
8,337
+174
+2% +$15.9K 0.27% 116
2019
Q3 		$736K Buy
8,163
+805
+11% +$71.3K 0.26% 120
2019
Q2 		$656K Buy
7,358
+394
+6% +$34.6K 0.43% 66
2019
Q1 		$605K Buy
6,964
+244
+4% +$20.6K 0.41% 67
2018
Q4 		$513K Buy
6,720
+415
+7% +$34.7K 0.41% 67
2018
Q3 		$569K Buy
6,305
+47
+0.8% +$4.25K 0.41% 72
2018
Q2 		$554K Sell
6,258
-634
-9% -$55.7K 0.46% 63
2018
Q1 		$596K Sell
6,892
-277
-4% -$24.6K 0.54% 53
2017
Q4 		$639K Sell
7,169
-371
-5% -$32.2K 0.59% 51
2017
Q3 		$640K Buy
7,540
+180
+2% +$15.1K 0.62% 45
2017
Q2 		$619K Buy
7,360
+38
+0.5% +$3.16K 0.51% 56
2017
Q1 		$608K Sell
7,322
-317
-4% -$26.2K 0.59% 50
2016
Q4 		$614K Buy
7,639
+1,471
+24% +$115K 0.66% 49
2016
Q3 		$474K Buy
6,168
+4
+0.1% +$305 0.47% 64
2016
Q2 		$458K Sell
6,164
-80
-1% -$5.8K 0.48% 61
2016
Q1 		$443K Sell
6,244
-78
-1% -$5.14K 0.51% 60
2015
Q4 		$434K Buy
+6,322
New +$444K 0.56% 59

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Nations Financial Group's IWS Position: Q1 2026 in Review

Nations Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.22% in Q1 2026, selling an estimated $6.09K and leaving 18,668 shares worth $2.72M. The position accounts for 0.14% of the portfolio, ranked #173.

Nations Financial Group first reported a position in IWS in Q4 2015 and has held it in 42 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Nations Financial Group held 18,668 shares of iShares Russell Mid-Cap Value ETF worth $2.72M as of Q1 2026.
  • Nations Financial Group sold 41 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $6.09K.
  • iShares Russell Mid-Cap Value ETF made up 0.14% of Nations Financial Group's portfolio in Q1 2026, its #173 holding.
  • Nations Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.