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Calton & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Calton & Associates’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 		$878K Buy
+5,337
New +$842K 0.13% 143
2018
Q1 		– Sell
-1,099
Closed -$101K – 821
2017
Q4 		$101K Buy
+1,099
New +$95.5K 0.03% 488

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
Bank of America
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calton & Associates's IWS Position: Q2 2026 in Review

Calton & Associates opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 5,337 shares worth $878K. The stake represents 0.13% of the portfolio and ranks #143 among its holdings. This is a return to the name: Calton & Associates previously reported a position in IWS as recently as Q4 2017.

Calton & Associates first reported a position in IWS in Q4 2017 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Calton & Associates held 5,337 shares of iShares Russell Mid-Cap Value ETF worth $878K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Calton & Associates position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.13% of Calton & Associates's portfolio in Q2 2026, its #143 holding.
  • Calton & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 2 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.