Callan Family Office’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Callan Family Office’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	$1.67M	Sell	11,448 -312	-3%	-$46.3K	0.04%	400
2025 Q4	$1.66M	Buy	11,760 +1,229	+12%	+$172K	0.04%	397
2025 Q3	$1.47M	Sell	10,531 -519	-5%	-$70.9K	0.05%	314
2025 Q2	$1.46M	Buy	11,050 +690	+7%	+$86.5K	0.05%	322
2025 Q1	$1.31M	Hold	10,360	–	–	0.1%	177
2024 Q4	$1.34M	Sell	10,360 -433	-4%	-$58K	0.09%	198
2024 Q3	$1.43M	Hold	10,793	–	–	0.24%	49
2024 Q2	$1.3M	Buy	10,793 +1,285	+14%	+$156K	0.25%	46
2024 Q1	$1.19M	Sell	9,508 -1,764	-16%	-$208K	0.28%	42
2023 Q4	$1.31M	Hold	11,272	–	–	0.32%	41
2023 Q3	$1.18M	Sell	11,272 -35	-0.3%	-$3.86K	0.31%	40
2023 Q2	$1.24M	Buy	11,307 +216	+2%	+$22.8K	0.33%	38
2023 Q1	$1.18M	Buy	11,091 +5,009	+82%	+$547K	0.29%	53
2022 Q4	$641K	Buy	+6,082	New	+$638K	0.21%	50

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

Callan Family Office's IWS Position: Q1 2026 in Review

Callan Family Office reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.7% in Q1 2026, selling an estimated $46.3K and leaving 11,448 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #400.

Callan Family Office first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Callan Family Office held 11,448 shares of iShares Russell Mid-Cap Value ETF worth $1.67M as of Q1 2026.
Callan Family Office sold 312 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $46.3K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #400 holding.
Callan Family Office first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.