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Almanack Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Almanack Investment Partners’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 		$217K Hold
1,487
– – 0.04% 163
2025
Q4 		$210K Buy
+1,487
New +$208K 0.04% 159
2022
Q4 		– Sell
-480
Closed -$46K – 681
2022
Q3 		$46K Buy
+480
New +$51.3K 0.01% 276

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

Almanack Investment Partners's IWS Position: Q1 2026 in Review

Almanack Investment Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,487 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #163.

Almanack Investment Partners first reported a position in IWS in Q3 2022 and has held it in 3 quarters since. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Almanack Investment Partners held 1,487 shares of iShares Russell Mid-Cap Value ETF worth $217K as of Q1 2026.
  • Almanack Investment Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Almanack Investment Partners's portfolio in Q1 2026, its #163 holding.
  • Almanack Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 3 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.