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

Boston 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 Q2	$1.89M	Sell	11,476 -16,170	-58%	-$2.55M	﹤0.01%	611
2026 Q1	$4.03M	Sell	27,646 -36	-0.1%	-$5.34K	﹤0.01%	510
2025 Q4	$3.93M	Buy	27,682 +23,338	+537%	+$3.26M	﹤0.01%	497
2025 Q3	$607K	Sell	4,344 -796	-15%	-$109K	﹤0.01%	664
2025 Q2	$682K	Sell	5,140 -3,920	-43%	-$492K	﹤0.01%	623
2025 Q1	$1.13M	Sell	9,060 -4,485	-33%	-$584K	﹤0.01%	550
2024 Q4	$1.76M	Buy	13,545 +5,701	+73%	+$763K	﹤0.01%	513
2024 Q3	$1.04M	Sell	7,844 -2,476	-24%	-$313K	﹤0.01%	599
2024 Q2	$1.25M	Buy	+10,320	New	+$1.25M	﹤0.01%	555
2024 Q1	–	Sell	-2,897	Closed	-$335K	–	803
2023 Q4	$335K	Sell	2,897 -405	-12%	-$43.1K	﹤0.01%	658
2023 Q3	$333K	Buy	+3,302	New	+$364K	﹤0.01%	684
2023 Q1	–	Sell	-5,280	Closed	-$598K	–	722
2022 Q4	$598K	Buy	5,280 +1,773	+51%	+$186K	﹤0.01%	579
2022 Q3	$355K	Sell	3,507 -3,034	-46%	-$324K	﹤0.01%	637
2022 Q2	$703K	Buy	6,541 +4,767	+269%	+$533K	﹤0.01%	568
2022 Q1	$211K	Sell	1,774 -1,847	-51%	-$217K	﹤0.01%	679
2021 Q4	$443K	Buy	+3,621	New	+$432K	﹤0.01%	621
2021 Q1	–	Sell	-2,828	Closed	-$274K	–	663
2020 Q4	$274K	Buy	+2,828	New	+$255K	﹤0.01%	612
2020 Q1	–	Sell	-3,878	Closed	-$367K	–	693
2019 Q4	$367K	Buy	3,878 +3,258	+525%	+$298K	﹤0.01%	627
2019 Q3	$57K	Buy	+620	New	+$54.9K	﹤0.01%	677
2019 Q1	–	Sell	-44,769	Closed	-$3.42M	–	699
2018 Q4	$3.42M	Buy	+44,769	New	+$3.75M	﹤0.01%	459
2016 Q1	–	Sell	-19,576	Closed	-$1.34M	–	731
2015 Q4	$1.34M	Buy	19,576 +13,677	+232%	+$961K	﹤0.01%	656
2015 Q3	$396K	Buy	+5,899	New	+$419K	﹤0.01%	684

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners's IWS Position: Q2 2026 in Review

Boston Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 58% in Q2 2026, selling an estimated $2.55M and leaving 11,476 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Boston Partners first reported a position in IWS in Q3 2015 and has held it in 22 quarters since. The position peaked at $4.03M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Boston Partners held 11,476 shares of iShares Russell Mid-Cap Value ETF worth $1.89M as of Q2 2026.
Boston Partners sold 16,170 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.55M.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #611 holding.
Boston Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and has held it in 22 quarters since.
Boston Partners's iShares Russell Mid-Cap Value ETF position peaked at $4.03M in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.