American Money Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

American Money 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
2025 Q3	–	Sell	-1,690	Closed	-$223K	–	155
2025 Q2	$223K	Sell	1,690 -292	-15%	-$36.6K	0.04%	139
2025 Q1	$250K	Sell	1,982 -44	-2%	-$5.73K	0.05%	123
2024 Q4	$262K	Sell	2,026 -437	-18%	-$58.5K	0.05%	126
2024 Q3	$326K	Sell	2,463 -28	-1%	-$3.54K	0.07%	116
2024 Q2	$301K	Sell	2,491 -166	-6%	-$20.2K	0.06%	117
2024 Q1	$333K	Sell	2,657 -100	-4%	-$11.8K	0.07%	113
2023 Q4	$321K	Hold	2,757	–	–	0.07%	111
2023 Q3	$288K	Sell	2,757 -135	-5%	-$14.9K	0.07%	111
2023 Q2	$318K	Hold	2,892	–	–	0.08%	110
2023 Q1	$307K	Sell	2,892 -60	-2%	-$6.55K	0.08%	109
2022 Q4	$311K	Hold	2,952	–	–	0.09%	107
2022 Q3	$284K	Sell	2,952 -22	-0.7%	-$2.35K	0.09%	112
2022 Q2	$302K	Sell	2,974 -682	-19%	-$76.3K	0.09%	110
2022 Q1	$437K	Hold	3,656	–	–	0.12%	99
2021 Q4	$447K	Hold	3,656	–	–	0.12%	104
2021 Q3	$414K	Buy	+3,656	New	+$423K	0.12%	105

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American Money Management's IWS Position: Q3 2025 in Review

American Money Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 1,690 shares — an estimated $223K sold.

American Money Management first reported a position in IWS in Q3 2021 and held it in 16 quarters. The position peaked at $447K in Q4 2021. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

American Money Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
American Money Management sold 1,690 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $223K.
American Money Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and held it in 16 quarters.
American Money Management's iShares Russell Mid-Cap Value ETF position peaked at $447K in Q4 2021.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on American Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.