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

Bayban’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
Q2 		$324K Hold
1,966
– – 0.25% 69
2026
Q1 		$287K Hold
1,966
– – 0.25% 73
2025
Q4 		$277K Buy
+1,966
New +$275K 0.25% 78

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bayban's IWS Position: Q2 2026 in Review

Bayban held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,966 shares worth $324K. The position accounts for 0.25% of the portfolio, ranked #69.

Bayban first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Bayban held 1,966 shares of iShares Russell Mid-Cap Value ETF worth $324K as of Q2 2026.
  • Bayban left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.25% of Bayban's portfolio in Q2 2026, its #69 holding.
  • Bayban first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.