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SNS Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SNS Financial Group’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 		$263K Hold
1,808
– – 0.02% 186
2025
Q4 		$255K Hold
1,808
– – 0.02% 186
2025
Q3 		$253K Sell
1,808
-70
-4% -$9.57K 0.02% 180
2025
Q2 		$248K Hold
1,878
– – 0.02% 179
2025
Q1 		$237K Hold
1,878
– – 0.02% 170
2024
Q4 		$243K Hold
1,878
– – 0.02% 166
2024
Q3 		$248K Sell
1,878
-129
-6% -$16.3K 0.02% 174
2024
Q2 		$242K Sell
2,007
-14
-0.7% -$1.7K 0.03% 168
2024
Q1 		$253K Sell
2,021
-783
-28% -$92.2K 0.03% 161
2023
Q4 		$326K Sell
2,804
-420
-13% -$44.7K 0.04% 136
2023
Q3 		$338K Hold
3,224
– – 0.04% 132
2023
Q2 		$354K Sell
3,224
-587
-15% -$61.8K 0.05% 129
2023
Q1 		$405K Hold
3,811
– – 0.05% 123
2022
Q4 		$401K Sell
3,811
-80
-2% -$8.39K 0.05% 130
2022
Q3 		$374K Buy
3,891
+850
+28% +$90.8K 0.05% 124
2022
Q2 		$309K Hold
3,041
– – 0.04% 146
2022
Q1 		$364K Sell
3,041
-33
-1% -$3.88K 0.04% 150
2021
Q4 		$376K Sell
3,074
-553
-15% -$66K 0.04% 158
2021
Q3 		$411K Hold
3,627
– – 0.05% 142
2021
Q2 		$417K Sell
3,627
-1,218
-25% -$140K 0.05% 138
2021
Q1 		$530K Sell
4,845
-900
-16% -$93.7K 0.07% 117
2020
Q4 		$557K Sell
5,745
-1,238
-18% -$112K 0.08% 116
2020
Q3 		$565K Hold
6,983
– – 0.09% 119
2020
Q2 		$534K Buy
6,983
+2,222
+47% +$162K 0.1% 114
2020
Q1 		$305K Buy
+4,761
New +$407K 0.06% 146

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

SNS Financial Group's IWS Position: Q1 2026 in Review

SNS Financial Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,808 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #186.

SNS Financial Group first reported a position in IWS in Q1 2020 and has held it in 25 quarters since. The position peaked at $565K in Q3 2020. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • SNS Financial Group held 1,808 shares of iShares Russell Mid-Cap Value ETF worth $263K as of Q1 2026.
  • SNS Financial Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of SNS Financial Group's portfolio in Q1 2026, its #186 holding.
  • SNS Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • SNS Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $565K in Q3 2020.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.