1832 Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

1832 Asset Management’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 Q1	$209K	Hold	1,431	–	–	﹤0.01%	634
2025 Q4	$202K	Buy	+1,431	New	+$200K	﹤0.01%	681
2024 Q3	–	Sell	-1,251	Closed	-$151K	–	787
2024 Q2	$151K	Buy	+1,251	New	+$152K	﹤0.01%	653
2024 Q1	–	Sell	-577	Closed	-$67.1K	–	921
2023 Q4	$67.1K	Hold	577	–	–	﹤0.01%	674
2023 Q3	$60.2K	Hold	577	–	–	﹤0.01%	685
2023 Q2	$63.4K	Hold	577	–	–	﹤0.01%	692
2023 Q1	$61.3K	Hold	577	–	–	﹤0.01%	721
2022 Q4	$60.8K	Buy	+577	New	+$60.5K	﹤0.01%	751
2022 Q2	–	Sell	-577	Closed	-$69K	–	908
2022 Q1	$69K	Buy	+577	New	+$67.9K	﹤0.01%	772

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

1832 Asset Management's IWS Position: Q1 2026 in Review

1832 Asset Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,431 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

1832 Asset Management first reported a position in IWS in Q1 2022 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

1832 Asset Management held 1,431 shares of iShares Russell Mid-Cap Value ETF worth $209K as of Q1 2026.
1832 Asset Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #634 holding.
1832 Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.