10Elms LLP’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

10Elms LLP’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	$6.09K	Hold	37	–	–	﹤0.01%	488
2026 Q1	$5.39K	Hold	37	–	–	﹤0.01%	451
2025 Q4	$5.22K	Hold	37	–	–	﹤0.01%	439
2025 Q3	$5.17K	Hold	37	–	–	﹤0.01%	469
2025 Q2	$4.89K	Hold	37	–	–	﹤0.01%	484
2025 Q1	$4.66K	Hold	37	–	–	﹤0.01%	508
2024 Q4	$4.79K	Buy	+37	New	+$4.95K	﹤0.01%	497

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

10Elms LLP's IWS Position: Q2 2026 in Review

10Elms LLP held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 37 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

10Elms LLP first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

10Elms LLP held 37 shares of iShares Russell Mid-Cap Value ETF worth $6.09K as of Q2 2026.
10Elms LLP 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 10Elms LLP's portfolio in Q2 2026, its #488 holding.
10Elms LLP first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.