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

Simmons 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 Q1	$539K	Hold	3,698	–	–	0.04%	239
2025 Q4	$522K	Hold	3,698	–	–	0.03%	241
2025 Q3	$517K	Sell	3,698 -26	-0.7%	-$3.55K	0.03%	237
2025 Q2	$492K	Buy	3,724 +151	+4%	+$18.9K	0.04%	240
2025 Q1	$450K	Hold	3,573	–	–	0.03%	243
2024 Q4	$462K	Buy	3,573 +49	+1%	+$6.56K	0.03%	245
2024 Q3	$466K	Hold	3,524	–	–	0.03%	248
2024 Q2	$425K	Hold	3,524	–	–	0.03%	252
2024 Q1	$442K	Sell	3,524 -1,335	-27%	-$157K	0.03%	257
2023 Q4	$565K	Buy	4,859 +1,401	+41%	+$149K	0.05%	228
2023 Q3	$361K	Buy	3,458 +177	+5%	+$19.5K	0.03%	264
2023 Q2	$360K	Buy	3,281 +989	+43%	+$104K	0.03%	266
2023 Q1	$243K	Buy	+2,292	New	+$250K	0.02%	312

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Simmons Bank's IWS Position: Q1 2026 in Review

Simmons Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 3,698 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #239.

Simmons Bank first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $565K in Q4 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Simmons Bank held 3,698 shares of iShares Russell Mid-Cap Value ETF worth $539K as of Q1 2026.
Simmons Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.04% of Simmons Bank's portfolio in Q1 2026, its #239 holding.
Simmons Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Simmons Bank's iShares Russell Mid-Cap Value ETF position peaked at $565K in Q4 2023.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.