Tower Trust & Investment Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Tower Trust & Investment Company’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	$31.3K	Hold	190	–	–	0.02%	145
2026 Q1	$27.7K	Hold	190	–	–	0.02%	142
2025 Q4	$26.8K	Hold	190	–	–	0.02%	142
2025 Q3	$26.5K	Hold	190	–	–	0.02%	132
2025 Q2	$25.1K	Hold	190	–	–	0.02%	135
2025 Q1	$23.3K	Buy	+190	New	+$24.7K	0.02%	136

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Tower Trust & Investment Company's IWS Position: Q2 2026 in Review

Tower Trust & Investment Company held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 190 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #145.

Tower Trust & Investment Company first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Tower Trust & Investment Company held 190 shares of iShares Russell Mid-Cap Value ETF worth $31.3K as of Q2 2026.
Tower Trust & Investment Company left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Tower Trust & Investment Company's portfolio in Q2 2026, its #145 holding.
Tower Trust & Investment Company first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.