Sanibel Captiva Trust Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sanibel Captiva Trust Company’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	$452K	Buy	2,749 +359	+15%	+$56.6K	0.01%	346
2026 Q1	$348K	Hold	2,390	–	–	0.01%	358
2025 Q4	$337K	Hold	2,390	–	–	0.01%	344
2025 Q3	$334K	Hold	2,390	–	–	0.01%	344
2025 Q2	$316K	Buy	2,390 +122	+5%	+$15.3K	0.01%	340
2025 Q1	$286K	Hold	2,268	–	–	0.01%	339
2024 Q4	$293K	Sell	2,268 -300	-12%	-$40.2K	0.01%	338
2024 Q3	$340K	Hold	2,568	–	–	0.01%	317
2024 Q2	$310K	Hold	2,568	–	–	0.01%	312
2024 Q1	$322K	Hold	2,568	–	–	0.01%	308
2023 Q4	$299K	Buy	+2,568	New	+$274K	0.01%	300

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

Sanibel Captiva Trust Company's IWS Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 15% in Q2 2026, buying an estimated $56.6K and bringing the position to 2,749 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #346.

Sanibel Captiva Trust Company first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Sanibel Captiva Trust Company held 2,749 shares of iShares Russell Mid-Cap Value ETF worth $452K as of Q2 2026.
Sanibel Captiva Trust Company bought 359 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $56.6K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #346 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.