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Trust Company of Toledo’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Trust Company of Toledo’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 		$41.3K Hold
251
– – ﹤0.01% 503
2026
Q1 		$36.6K Hold
251
– – ﹤0.01% 486
2025
Q4 		$35.4K Hold
251
– – ﹤0.01% 474
2025
Q3 		$35.1K Hold
251
– – ﹤0.01% 473
2025
Q2 		$33.2K Buy
+251
New +$31.5K ﹤0.01% 461

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
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
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Trust Company of Toledo's IWS Position: Q2 2026 in Review

Trust Company of Toledo held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 251 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Trust Company of Toledo first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Trust Company of Toledo held 251 shares of iShares Russell Mid-Cap Value ETF worth $41.3K as of Q2 2026.
  • Trust Company of Toledo left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #503 holding.
  • Trust Company of Toledo first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.