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Stonebridge Financial Group (Missouri)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$553K Buy
3,362
+6
+0.2% +$947 0.37% 69
2026
Q1 		$489K Buy
3,356
+32
+1% +$4.75K 0.41% 60
2025
Q4 		$469K Buy
+3,324
New +$465K 0.41% 62

Other funds holding IWS

Morgan Stanley
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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 19.34% 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

Stonebridge Financial Group (Missouri)'s IWS Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.18% in Q2 2026, buying an estimated $947 and bringing the position to 3,362 shares worth $553K. The position accounts for 0.37% of the portfolio, ranked #69.

Stonebridge Financial Group (Missouri) first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 3,362 shares of iShares Russell Mid-Cap Value ETF worth $553K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 6 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $947.
  • iShares Russell Mid-Cap Value ETF made up 0.37% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #69 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.