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Anchor Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Anchor Capital Advisors’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 		$40.6M Sell
278,371
-36,419
-12% -$5.41M 1.16% 37
2025
Q4 		$44.4M Buy
314,790
+100,567
+47% +$14.1M 1.29% 30
2025
Q3 		$29.9M Buy
214,223
+20,298
+10% +$2.77M 0.87% 45
2025
Q2 		$25.6M Buy
193,925
+63,958
+49% +$8.02M 0.75% 52
2025
Q1 		$16.4M Sell
129,967
-368,425
-74% -$48M 0.49% 74
2024
Q4 		$64.5M Buy
498,392
+288,246
+137% +$38.6M 1.84% 10
2024
Q3 		$27.8M Sell
210,146
-131,452
-38% -$16.6M 0.74% 54
2024
Q2 		$41.2M Buy
341,598
+198,869
+139% +$24.2M 1.16% 33
2024
Q1 		$17.9M Sell
142,729
-181,225
-56% -$21.3M 0.47% 71
2023
Q4 		$37.7M Sell
323,954
-41,819
-11% -$4.46M 0.99% 43
2023
Q3 		$38.2M Buy
365,773
+280,836
+331% +$30.9M 1.07% 34
2023
Q2 		$9.33M Sell
84,937
-31,152
-27% -$3.28M 0.24% 106
2023
Q1 		$12.3M Sell
116,089
-95,531
-45% -$10.4M 0.33% 86
2022
Q4 		$22.3M Sell
211,620
-176,703
-46% -$18.5M 0.57% 61
2022
Q3 		$37.3M Buy
388,323
+149,947
+63% +$16M 1.03% 36
2022
Q2 		$24.2M Buy
238,376
+158,472
+198% +$17.7M 0.61% 57
2022
Q1 		$9.56M Sell
79,904
-212,271
-73% -$25M 0.2% 105
2021
Q4 		$35.8M Buy
292,175
+285,867
+4,532% +$34.1M 0.71% 56
2021
Q3 		$714K Sell
6,308
-37,928
-86% -$4.39M 0.01% 202
2021
Q2 		$5.09M Buy
44,236
+38,208
+634% +$4.38M 0.1% 112
2021
Q1 		$659K Sell
6,028
-195,167
-97% -$20.3M 0.01% 209
2020
Q4 		$19.5M Buy
201,195
+85,786
+74% +$7.73M 0.45% 82
2020
Q3 		$9.33M Sell
115,409
-25,479
-18% -$2.06M 0.24% 109
2020
Q2 		$10.8M Sell
140,888
-196,182
-58% -$14.3M 0.28% 105
2020
Q1 		$21.6M Buy
337,070
+119,365
+55% +$10.2M 0.64% 66
2019
Q4 		$20.6M Buy
217,705
+23,318
+12% +$2.13M 0.45% 84
2019
Q3 		$17.4M Buy
194,387
+175,815
+947% +$15.6M 0.63% 72
2019
Q2 		$1.66M Sell
18,572
-1,490
-7% -$131K 0.06% 135
2019
Q1 		$1.74K Sell
20,062
-538,354
-96% -$45.4M 0.04% 134
2018
Q4 		$42.6M Buy
558,416
+529,666
+1,842% +$44.3M 1.73% 8
2018
Q3 		$2.6M Buy
28,750
+6,530
+29% +$591K 0.09% 108
2018
Q2 		$1.97M Sell
22,220
-8,709
-28% -$765K 0.07% 121
2018
Q1 		$2.67M Sell
30,929
-59,042
-66% -$5.23M 0.09% 113
2017
Q4 		$8.02M Buy
89,971
+61,031
+211% +$5.3M 0.28% 101
2017
Q3 		$2.46M Buy
28,940
+1,885
+7% +$158K 0.09% 111
2017
Q2 		$2.27M Buy
27,055
+5,225
+24% +$435K 0.08% 115
2017
Q1 		$1.81M Sell
21,830
-3,030
-12% -$250K 0.06% 128
2016
Q4 		$2M Buy
24,860
+11,130
+81% +$867K 0.08% 123
2016
Q3 		$1.05M Buy
13,730
+3,105
+29% +$237K 0.04% 178
2016
Q2 		$789K Sell
10,625
-150
-1% -$10.9K 0.02% 185
2016
Q1 		$764K Sell
10,775
-3,110
-22% -$205K 0.02% 191
2015
Q4 		$953K Buy
13,885
+7,485
+117% +$526K 0.02% 190
2015
Q3 		$429K Buy
+6,400
New +$455K 0.01% 225
2015
Q1 		– Sell
-15,770
Closed -$1.16M – 308
2014
Q4 		$1.16M Buy
+15,770
New +$1.13M 0.02% 186

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 $18.1B AUM 15% 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

Anchor Capital Advisors's IWS Position: Q1 2026 in Review

Anchor Capital Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 12% in Q1 2026, selling an estimated $5.41M and leaving 278,371 shares worth $40.6M. The position accounts for 1.16% of the portfolio, ranked #37.

Anchor Capital Advisors first reported a position in IWS in Q4 2014 and has held it in 44 quarters since. The position peaked at $64.5M in Q4 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Anchor Capital Advisors held 278,371 shares of iShares Russell Mid-Cap Value ETF worth $40.6M as of Q1 2026.
  • Anchor Capital Advisors sold 36,419 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $5.41M.
  • iShares Russell Mid-Cap Value ETF made up 1.16% of Anchor Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • Anchor Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 44 quarters since.
  • Anchor Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $64.5M in Q4 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.