Alaska Permanent Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Alaska Permanent Capital 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	–	Sell	-54	Closed	-$7.61K	–	43
2025 Q4	$7.61K	Sell	54 -1	-2%	-$140	﹤0.01%	40
2025 Q3	$7.69K	Hold	55	–	–	﹤0.01%	43
2025 Q2	$7.27K	Hold	55	–	–	﹤0.01%	38
2025 Q1	$6.93K	Sell	55 -41	-43%	-$5.34K	﹤0.01%	32
2024 Q4	$12.4K	Hold	96	–	–	﹤0.01%	38
2024 Q3	$12.7K	Hold	96	–	–	﹤0.01%	38
2024 Q2	$11.6K	Hold	96	–	–	﹤0.01%	31
2024 Q1	$12K	Hold	96	–	–	﹤0.01%	40
2023 Q4	$11.2K	Sell	96 -5,161	-98%	-$550K	﹤0.01%	40
2023 Q3	$548K	Hold	5,257	–	–	0.05%	34
2023 Q2	$577K	Buy	+5,257	New	+$554K	0.05%	34

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

Alaska Permanent Capital Management's IWS Position: Q1 2026 in Review

Alaska Permanent Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 54 shares — an estimated $7.61K sold.

Alaska Permanent Capital Management first reported a position in IWS in Q2 2023 and held it in 11 quarters. The position peaked at $577K in Q2 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Alaska Permanent Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Alaska Permanent Capital Management sold 54 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.61K.
Alaska Permanent Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and held it in 11 quarters.
Alaska Permanent Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $577K in Q2 2023.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.