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

AQR 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	$2.61M	Buy	17,940 +5,768	+47%	+$856K	﹤0.01%	2170
2025 Q4	$1.72M	Buy	12,172 +2,615	+27%	+$366K	﹤0.01%	2224
2025 Q3	$1.33M	Buy	9,557 +2,371	+33%	+$324K	﹤0.01%	2249
2025 Q2	$950K	Sell	7,186 -894	-11%	-$112K	﹤0.01%	2234
2025 Q1	$1.02M	Buy	8,080 +1,267	+19%	+$165K	﹤0.01%	2004
2024 Q4	$881K	Buy	6,813 +2,108	+45%	+$282K	﹤0.01%	1954
2024 Q3	$622K	Buy	+4,705	New	+$595K	﹤0.01%	2070

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

AQR Capital Management's IWS Position: Q1 2026 in Review

AQR Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 47% in Q1 2026, buying an estimated $856K and bringing the position to 17,940 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

AQR Capital Management first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

AQR Capital Management held 17,940 shares of iShares Russell Mid-Cap Value ETF worth $2.61M as of Q1 2026.
AQR Capital Management bought 5,768 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $856K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #2170 holding.
AQR Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.