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Northwest Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Northwest Bank & 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
2024
Q4 		$26.6K Hold
190
– – 0.02% 136
2024
Q3 		$25.1K Hold
190
– – 0.02% 137
2024
Q2 		$22.9K Hold
190
– – 0.02% 140
2024
Q1 		$22.6K Hold
190
– – 0.02% 135
2023
Q4 		$22.1K Buy
+190
New +$20.2K 0.02% 139
2023
Q2 		$20.9K Buy
+190
New +$20K 0.02% 139

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Northwest Bank & Trust's IWS Position: Q4 2024 in Review

Northwest Bank & Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q4 2024 at 190 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #136.

Northwest Bank & Trust first reported a position in IWS in Q2 2023 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

  • Northwest Bank & Trust held 190 shares of iShares Russell Mid-Cap Value ETF worth $26.6K as of Q4 2024.
  • Northwest Bank & Trust left its iShares Russell Mid-Cap Value ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Northwest Bank & Trust's portfolio in Q4 2024, its #136 holding.
  • Northwest Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 6 quarters since.
  • 948 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.