Trust Point Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Trust Point Inc’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	$1.81M	Buy	10,991 +9	+0.1%	+$1.42K	0.15%	81
2026 Q1	$1.6M	Buy	10,982 +2,384	+28%	+$354K	0.14%	81
2025 Q4	$1.21M	Buy	8,598 +20	+0.2%	+$2.8K	0.1%	104
2025 Q3	$1.2M	Hold	8,578	–	–	0.1%	109
2025 Q2	$1.13M	Hold	8,578	–	–	0.11%	101
2025 Q1	$1.08M	Hold	8,578	–	–	0.1%	113
2024 Q4	$1.11M	Hold	8,578	–	–	0.08%	136
2024 Q3	$1.13M	Hold	8,578	–	–	0.09%	144
2024 Q2	$1.04M	Hold	8,578	–	–	0.08%	145
2024 Q1	$1.08M	Sell	8,578 -80	-0.9%	-$9.42K	0.08%	146
2023 Q4	$1.01M	Buy	+8,658	New	+$922K	0.08%	130

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Trust Point Inc's IWS Position: Q2 2026 in Review

Trust Point Inc increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.08% in Q2 2026, buying an estimated $1.42K and bringing the position to 10,991 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #81.

Trust Point Inc first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Trust Point Inc held 10,991 shares of iShares Russell Mid-Cap Value ETF worth $1.81M as of Q2 2026.
Trust Point Inc bought 9 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.42K.
iShares Russell Mid-Cap Value ETF made up 0.15% of Trust Point Inc's portfolio in Q2 2026, its #81 holding.
Trust Point Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.