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 Q2	$813K	Buy	4,942 +1,244	+34%	+$196K	0.05%	232
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 $1.89T 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

Simmons Bank's IWS Position: Q2 2026 in Review

Simmons Bank increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 34% in Q2 2026, buying an estimated $196K and bringing the position to 4,942 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #232.

Simmons Bank first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Simmons Bank held 4,942 shares of iShares Russell Mid-Cap Value ETF worth $813K as of Q2 2026.
Simmons Bank bought 1,244 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $196K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Simmons Bank's portfolio in Q2 2026, its #232 holding.
Simmons Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.