SouthState Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Hold |
1,783
| – | – | 0.01% | 297 |
|
|
2025
Q4 | $251K | Hold |
1,783
| – | – | 0.01% | 300 |
|
|
2025
Q3 | $249K | Sell |
1,783
-2
| -0.1% | -$273 | 0.01% | 300 |
|
|
2025
Q2 | $236K | Sell |
1,785
-104
| -6% | -$13K | 0.01% | 326 |
|
|
2025
Q1 | $238K | Buy |
1,889
+55
| +3% | +$7.16K | 0.01% | 327 |
|
|
2024
Q4 | $237K | Hold |
1,834
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $243K | Sell |
1,834
-134
| -7% | -$16.9K | 0.02% | 245 |
|
|
2024
Q2 | $238K | Buy |
1,968
+425
| +28% | +$51.6K | 0.02% | 245 |
|
|
2024
Q1 | $193K | Sell |
1,543
-469
| -23% | -$55.2K | 0.02% | 250 |
|
|
2023
Q4 | $234K | Buy |
2,012
+176
| +10% | +$18.8K | 0.02% | 233 |
|
|
2023
Q3 | $192K | Sell |
1,836
-37
| -2% | -$4.08K | 0.02% | 240 |
|
|
2023
Q2 | $206K | Hold |
1,873
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $199K | Sell |
1,873
-51
| -3% | -$5.56K | 0.02% | 252 |
|
|
2022
Q4 | $203K | Hold |
1,924
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $185K | Hold |
1,924
| – | – | 0.02% | 258 |
|
|
2022
Q2 | $195K | Hold |
1,924
| – | – | 0.02% | 255 |
|
|
2022
Q1 | $230K | Sell |
1,924
-133
| -6% | -$15.7K | 0.02% | 260 |
|
|
2021
Q4 | $252K | Buy |
2,057
+133
| +7% | +$15.9K | 0.02% | 248 |
|
|
2021
Q3 | $218K | Hold |
1,924
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $221K | Buy |
+1,924
| New | +$221K | 0.02% | 248 |
|
|
2020
Q1 | – | Sell |
-2,194
| Closed | -$208K | – | 239 |
|
|
2019
Q4 | $208K | Buy |
+2,194
| New | +$200K | 0.02% | 234 |
|
|
2018
Q2 | – | Sell |
-6,762
| Closed | -$584K | – | 276 |
|
|
2018
Q1 | $584K | Hold |
6,762
| – | – | 0.07% | 175 |
|
|
2017
Q4 | $603K | Sell |
6,762
-272
| -4% | -$23.6K | 0.07% | 194 |
|
|
2017
Q3 | $597 | Sell |
7,034
-295
| -4% | -$24.7K | 0.07% | 162 |
|
|
2017
Q2 | $616K | Sell |
7,329
-10
| -0.1% | -$832 | 0.08% | 161 |
|
|
2017
Q1 | $609K | Hold |
7,339
| – | – | 0.08% | 165 |
|
|
2016
Q4 | $590K | Hold |
7,339
| – | – | 0.08% | 157 |
|
|
2016
Q3 | $563K | Sell |
7,339
-58
| -0.8% | -$4.42K | 0.09% | 153 |
|
|
2016
Q2 | $550K | Buy |
7,397
+760
| +11% | +$55.1K | 0.08% | 153 |
|
|
2016
Q1 | $471K | Sell |
6,637
-38
| -0.6% | -$2.51K | 0.07% | 159 |
|
|
2015
Q4 | $458K | Sell |
6,675
-77
| -1% | -$5.41K | 0.07% | 160 |
|
|
2015
Q3 | $453K | Sell |
6,752
-36
| -0.5% | -$2.56K | 0.07% | 172 |
|
|
2015
Q2 | $501K | Sell |
6,788
-33
| -0.5% | -$2.49K | 0.07% | 169 |
|
|
2015
Q1 | $513K | Sell |
6,821
-196
| -3% | -$14.6K | 0.07% | 170 |
|
|
2014
Q4 | $518K | Sell |
7,017
-221
| -3% | -$15.9K | 0.08% | 163 |
|
|
2014
Q3 | $507K | Sell |
7,238
-1,628
| -18% | -$117K | 0.08% | 176 |
|
|
2014
Q2 | $644K | Sell |
8,866
-199
| -2% | -$13.9K | 0.11% | 152 |
|
|
2014
Q1 | $623K | Buy |
9,065
+225
| +3% | +$15K | 0.1% | 156 |
|
|
2013
Q4 | $581K | Sell |
8,840
-275
| -3% | -$17.5K | 0.1% | 161 |
|
|
2013
Q3 | $555K | Hold |
9,115
| – | – | 0.1% | 155 |
|
|
2013
Q2 | $528K | Buy |
+9,115
| New | +$528K | 0.11% | 137 |
|
Other funds holding IWS
TCIIS
FCBT
CB
SouthState Corp's IWS Position: Q1 2026 in Review
SouthState Corp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,783 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #297.
SouthState Corp first reported a position in IWS in Q2 2013 and has held it in 41 quarters since. The position peaked at $644K in Q2 2014. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- SouthState Corp held 1,783 shares of iShares Russell Mid-Cap Value ETF worth $260K as of Q1 2026.
- SouthState Corp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap Value ETF made up 0.01% of SouthState Corp's portfolio in Q1 2026, its #297 holding.
- SouthState Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 41 quarters since.
- SouthState Corp's iShares Russell Mid-Cap Value ETF position peaked at $644K in Q2 2014.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.