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

Calamos 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 Q2	–	Sell	-1,726	Closed	-$252K	–	1122
2026 Q1	$252K	Buy	+1,726	New	+$256K	﹤0.01%	1078
2020 Q1	–	Sell	-25,000	Closed	-$2.37M	–	746
2019 Q4	$2.37M	Buy	+25,000	New	+$2.28M	0.01%	600

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

Calamos Advisors's IWS Position: Q2 2026 in Review

Calamos Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,726 shares — an estimated $252K sold.

Calamos Advisors first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $2.37M in Q4 2019. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Calamos Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 1,726 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $252K.
Calamos Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
Calamos Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.37M in Q4 2019.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.