Renasant Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Renasant Bank’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	$1.33M	Buy	8,075 +1,878	+30%	+$296K	0.85%	33
2026 Q1	$903K	Sell	6,197 -2,506	-29%	-$372K	0.64%	48
2025 Q4	$1.23M	Sell	8,703 -4,513	-34%	-$631K	0.83%	34
2025 Q3	$1.85M	Buy	13,216 +2,793	+27%	+$382K	1.17%	24
2025 Q2	$1.38M	Sell	10,423 -355	-3%	-$44.5K	0.92%	27
2025 Q1	$1.36M	Sell	10,778 -57	-0.5%	-$7.42K	0.9%	29
2024 Q4	$1.4M	Buy	10,835 +57	+0.5%	+$7.63K	0.91%	33
2024 Q3	$1.43M	Sell	10,778 -57	-0.5%	-$7.2K	0.94%	28
2024 Q2	$1.31M	Sell	10,835 -50	-0.5%	-$6.08K	0.9%	37
2024 Q1	$1.36M	Hold	10,885	–	–	0.97%	25
2023 Q4	$1.27M	Sell	10,885 -109	-1%	-$11.6K	1.01%	23
2023 Q3	$1.15M	Sell	10,994 -30	-0.3%	-$3.31K	0.97%	27
2023 Q2	$1.21M	Hold	11,024	–	–	0.99%	23
2023 Q1	$1.17M	Sell	11,024 -621	-5%	-$67.8K	0.91%	27
2022 Q4	$1.23M	Hold	11,645	–	–	0.93%	25
2022 Q3	$1.12M	Hold	11,645	–	–	0.99%	24
2022 Q2	$1.18M	Buy	11,645 +5,348	+85%	+$598K	0.97%	25
2022 Q1	$753K	Hold	6,297	–	–	0.51%	55
2021 Q4	$771K	Sell	6,297 -20	-0.3%	-$2.39K	0.52%	55
2021 Q3	$715K	Sell	6,317 -22	-0.3%	-$2.55K	0.57%	56
2021 Q2	$729K	Sell	6,339 -383	-6%	-$43.9K	0.55%	61
2021 Q1	$735K	Sell	6,722 -70	-1%	-$7.29K	0.59%	52
2020 Q4	$659K	Buy	+6,792	New	+$612K	0.54%	51

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

Renasant Bank's IWS Position: Q2 2026 in Review

Renasant Bank increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 30% in Q2 2026, buying an estimated $296K and bringing the position to 8,075 shares worth $1.33M. The position accounts for 0.85% of the portfolio, ranked #33.

Renasant Bank first reported a position in IWS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.85M in Q3 2025. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Renasant Bank held 8,075 shares of iShares Russell Mid-Cap Value ETF worth $1.33M as of Q2 2026.
Renasant Bank bought 1,878 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $296K.
iShares Russell Mid-Cap Value ETF made up 0.85% of Renasant Bank's portfolio in Q2 2026, its #33 holding.
Renasant Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Renasant Bank's iShares Russell Mid-Cap Value ETF position peaked at $1.85M in Q3 2025.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.