AllianceBernstein
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AllianceBernstein’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

AllianceBernstein’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 		$2.7M Buy
19,130
+5,140
+37% +$763K ﹤0.01% 1835
2025
Q4 		$1.97M Sell
13,990
-24,606
-64% -$3.44M ﹤0.01% 2014
2025
Q3 		$5.39M Buy
38,596
+9,006
+30% +$1.23M ﹤0.01% 1480
2025
Q2 		$3.91M Buy
29,590
+19,842
+204% +$2.49M ﹤0.01% 1590
2025
Q1 		$1.23M Sell
9,748
-3,599
-27% -$469K ﹤0.01% 2137
2024
Q4 		$1.73M Sell
13,347
-905
-6% -$121K ﹤0.01% 2040
2024
Q3 		$1.88M Sell
14,252
-18,905
-57% -$2.39M ﹤0.01% 1994
2024
Q2 		$4M Buy
33,157
+24,142
+268% +$2.93M ﹤0.01% 1582
2024
Q1 		$1.13M Sell
9,015
-6,229
-41% -$734K ﹤0.01% 2196
2023
Q4 		$1.77M Sell
15,244
-35,550
-70% -$3.79M ﹤0.01% 2003
2023
Q3 		$5.3M Buy
50,794
+41,284
+434% +$4.55M ﹤0.01% 1394
2023
Q2 		$1.04M Sell
9,510
-16,063
-63% -$1.69M ﹤0.01% 2263
2023
Q1 		$2.72M Sell
25,573
-1,010
-4% -$110K ﹤0.01% 1699
2022
Q4 		$2.8M Buy
26,583
+17,807
+203% +$1.87M ﹤0.01% 1716
2022
Q3 		$843K Buy
8,776
+1,131
+15% +$121K ﹤0.01% 2385
2022
Q2 		$777K Sell
7,645
-5,650
-42% -$632K ﹤0.01% 2476
2022
Q1 		$1.59M Sell
13,295
-13,342
-50% -$1.57M ﹤0.01% 2220
2021
Q4 		$3.26M Sell
26,637
-10,803
-29% -$1.29M ﹤0.01% 1848
2021
Q3 		$4.24M Buy
37,440
+34,494
+1,171% +$3.99M ﹤0.01% 1697
2021
Q2 		$339K Sell
2,946
-18,201
-86% -$2.09M ﹤0.01% 2973
2021
Q1 		$2.31M Buy
21,147
+15,620
+283% +$1.63M ﹤0.01% 2002
2020
Q4 		$536K Sell
5,527
-11,199
-67% -$1.01M ﹤0.01% 2556
2020
Q3 		$1.35M Buy
16,726
+11,587
+225% +$938K ﹤0.01% 2049
2020
Q2 		$393K Sell
5,139
-17,628
-77% -$1.28M ﹤0.01% 2754
2020
Q1 		$1.46M Buy
+22,767
New +$1.95M ﹤0.01% 1858
2017
Q1 		– Sell
-11,451
Closed -$921K – 3010
2016
Q4 		$921K Buy
+11,451
New +$892K ﹤0.01% 2299
2014
Q4 		– Sell
-795
Closed -$56K – 3445
2014
Q3 		$56K Buy
+795
New +$57K ﹤0.01% 3068

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AllianceBernstein's IWS Position: Q1 2026 in Review

AllianceBernstein increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 37% in Q1 2026, buying an estimated $763K and bringing the position to 19,130 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

AllianceBernstein first reported a position in IWS in Q3 2014 and has held it in 27 quarters since. The position peaked at $5.39M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • AllianceBernstein held 19,130 shares of iShares Russell Mid-Cap Value ETF worth $2.7M as of Q1 2026.
  • AllianceBernstein bought 5,140 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $763K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #1835 holding.
  • AllianceBernstein first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and has held it in 27 quarters since.
  • AllianceBernstein's iShares Russell Mid-Cap Value ETF position peaked at $5.39M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.