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

STAR Financial 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	$920K	Sell	6,314 -548	-8%	-$81.3K	0.43%	35
2025 Q4	$968K	Sell	6,862 -1,165	-15%	-$163K	0.49%	36
2025 Q3	$1.12M	Sell	8,027 -660	-8%	-$90.2K	0.66%	31
2025 Q2	$1.15M	Sell	8,687 -884	-9%	-$111K	0.73%	39
2025 Q1	$1.21M	Sell	9,571 -2,102	-18%	-$274K	0.88%	31
2024 Q4	$1.51M	Sell	11,673 -1,471	-11%	-$197K	1.09%	26
2024 Q3	$1.74M	Sell	13,144 -843	-6%	-$107K	1.17%	22
2024 Q2	$1.69M	Sell	13,987 -5,497	-28%	-$668K	1.3%	16
2024 Q1	$2.44M	Buy	19,484 +425	+2%	+$50K	2.09%	9
2023 Q4	$2.22M	Buy	19,059 +723	+4%	+$77K	2.02%	8
2023 Q3	$1.91M	Sell	18,336 -257	-1%	-$28.3K	1.96%	9
2023 Q2	$2.04M	Sell	18,593 -237	-1%	-$25K	1.91%	9
2023 Q1	$2M	Buy	18,830 +748	+4%	+$81.6K	1.95%	9
2022 Q4	$1.9M	Buy	+18,082	New	+$1.9M	1.89%	10

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

STAR Financial Bank's IWS Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8% in Q1 2026, selling an estimated $81.3K and leaving 6,314 shares worth $920K. The position accounts for 0.43% of the portfolio, ranked #35.

STAR Financial Bank first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

STAR Financial Bank held 6,314 shares of iShares Russell Mid-Cap Value ETF worth $920K as of Q1 2026.
STAR Financial Bank sold 548 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $81.3K.
iShares Russell Mid-Cap Value ETF made up 0.43% of STAR Financial Bank's portfolio in Q1 2026, its #35 holding.
STAR Financial Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's iShares Russell Mid-Cap Value ETF position peaked at $2.44M in Q1 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.