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Stock Yards Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stock Yards Bank & Trust’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 		$3.14M Buy
21,568
+1,315
+6% +$195K 0.1% 126
2025
Q4 		$2.86M Sell
20,253
-630
-3% -$88.1K 0.09% 127
2025
Q3 		$2.92M Buy
20,883
+37
+0.2% +$5.06K 0.09% 122
2025
Q2 		$2.75M Buy
20,846
+61
+0.3% +$7.65K 0.09% 124
2025
Q1 		$2.62M Sell
20,785
-653
-3% -$85K 0.09% 120
2024
Q4 		$2.77M Buy
21,438
+1,622
+8% +$217K 0.1% 123
2024
Q3 		$2.62M Buy
19,816
+1,301
+7% +$164K 0.08% 141
2024
Q2 		$2.24M Buy
18,515
+3,352
+22% +$407K 0.07% 153
2024
Q1 		$1.9M Buy
15,163
+2,369
+19% +$279K 0.06% 171
2023
Q4 		$1.49M Sell
12,794
-310
-2% -$33K 0.05% 191
2023
Q3 		$1.37M Buy
13,104
+1,856
+17% +$205K 0.05% 192
2023
Q2 		$1.24M Buy
11,248
+142
+1% +$15K 0.05% 203
2023
Q1 		$1.18M Buy
11,106
+591
+6% +$64.5K 0.05% 206
2022
Q4 		$1.11M Buy
10,515
+57
+0.5% +$5.98K 0.04% 217
2022
Q3 		$1M Buy
10,458
+691
+7% +$73.8K 0.04% 212
2022
Q2 		$992K Buy
9,767
+2,393
+32% +$268K 0.04% 215
2022
Q1 		$883K Buy
7,374
+336
+5% +$39.6K 0.05% 144
2021
Q4 		$862K Buy
7,038
+478
+7% +$57.1K 0.05% 147
2021
Q3 		$743K Sell
6,560
-124
-2% -$14.4K 0.05% 139
2021
Q2 		$769K Sell
6,684
-1,526
-19% -$175K 0.05% 139
2021
Q1 		$898K Buy
8,210
+587
+8% +$61.1K 0.06% 127
2020
Q4 		$739K Buy
7,623
+4,808
+171% +$433K 0.05% 136
2020
Q3 		$227K Buy
2,815
+7
+0.2% +$567 0.02% 207
2020
Q2 		$215K Buy
+2,808
New +$204K 0.02% 210
2020
Q1 		– Sell
-2,808
Closed -$266K – 226
2019
Q4 		$266K Hold
2,808
– – 0.02% 207
2019
Q3 		$252K Buy
2,808
+154
+6% +$13.6K 0.02% 202
2019
Q2 		$236K Hold
2,654
– – 0.02% 210
2019
Q1 		$231K Sell
2,654
-2,213
-45% -$187K 0.02% 209
2018
Q4 		$371K Buy
4,867
+2,522
+108% +$211K 0.04% 157
2018
Q3 		$211K Buy
+2,345
New +$212K 0.02% 210
2018
Q1 		– Sell
-2,267
Closed -$202K – 228
2017
Q4 		$202K Buy
+2,267
New +$197K 0.02% 216
2015
Q3 		– Sell
-2,747
Closed -$203K – 215
2015
Q2 		$203K Hold
2,747
– – 0.03% 207
2015
Q1 		$207K Hold
2,747
– – 0.03% 204
2014
Q4 		$203K Buy
+2,747
New +$197K 0.03% 219
2014
Q3 		– Sell
-2,821
Closed -$204K – 216
2014
Q2 		$204K Sell
2,821
-234
-8% -$16.3K 0.03% 216
2014
Q1 		$210K Sell
3,055
-238
-7% -$15.8K 0.03% 217
2013
Q4 		$217K Sell
3,293
-522
-14% -$33.2K 0.03% 202
2013
Q3 		$232K Buy
+3,815
New +$230K 0.04% 187

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 $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
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

Stock Yards Bank & Trust's IWS Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.5% in Q1 2026, buying an estimated $195K and bringing the position to 21,568 shares worth $3.14M. The position accounts for 0.1% of the portfolio, ranked #126.

Stock Yards Bank & Trust first reported a position in IWS in Q3 2013 and has held it in 38 quarters since. 991 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Stock Yards Bank & Trust held 21,568 shares of iShares Russell Mid-Cap Value ETF worth $3.14M as of Q1 2026.
  • Stock Yards Bank & Trust bought 1,315 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $195K.
  • iShares Russell Mid-Cap Value ETF made up 0.1% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #126 holding.
  • Stock Yards Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2013 and has held it in 38 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.