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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
Q2 		$1.52M Buy
9,208
+7,400
+409% +$1.17M 0.03% 249
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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SNS Financial Group's IWS Position: Q2 2026 in Review

SNS Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 409% in Q2 2026, buying an estimated $1.17M and bringing the position to 9,208 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #249.

SNS Financial Group first reported a position in IWS in Q1 2020 and has held it in 26 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • SNS Financial Group held 9,208 shares of iShares Russell Mid-Cap Value ETF worth $1.52M as of Q2 2026.
  • SNS Financial Group bought 7,400 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #249 holding.
  • SNS Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.