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

Citadel 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
Q1 		$481K Sell
3,300
-1,300
-28% -$193K ﹤0.01% 9410
2025
Q4 		$649K Buy
+4,600
New +$643K ﹤0.01% 8386
2025
Q3 		– Sell
-2,100
Closed -$277K – 13441
2025
Q2 		$277K Sell
2,100
-500
-19% -$62.7K ﹤0.01% 9982
2025
Q1 		$328K Sell
2,600
-900
-26% -$117K ﹤0.01% 9392
2024
Q4 		$453K Sell
3,500
-1,400
-29% -$187K ﹤0.01% 8782
2024
Q3 		$648K Buy
4,900
+1,100
+29% +$139K ﹤0.01% 7714
2024
Q2 		$459K Buy
+3,800
New +$462K ﹤0.01% 8231
2024
Q1 		– Sell
-100
Closed -$11.6K – 15029
2023
Q4 		$11.6K Sell
100
-300
-75% -$32K ﹤0.01% 13035
2023
Q3 		$41.7K Buy
400
+200
+100% +$22K ﹤0.01% 11961
2023
Q2 		$22K Sell
200
-6,100
-97% -$643K ﹤0.01% 12645
2023
Q1 		$669K Sell
6,300
-5,500
-47% -$600K ﹤0.01% 7682
2022
Q4 		$1.24M Buy
11,800
+7,200
+157% +$755K ﹤0.01% 6393
2022
Q3 		$442K Buy
4,600
+600
+15% +$64.1K ﹤0.01% 8733
2022
Q2 		$406K Sell
4,000
-2,300
-37% -$257K ﹤0.01% 9118
2022
Q1 		$754K Sell
6,300
-1,900
-23% -$224K ﹤0.01% 8383
2021
Q4 		$1M Sell
8,200
-1,200
-13% -$143K ﹤0.01% 7946
2021
Q3 		$1.06M Buy
9,400
+2,200
+31% +$255K ﹤0.01% 7992
2021
Q2 		$828K Buy
7,200
+4,100
+132% +$470K ﹤0.01% 8851
2021
Q1 		$339K Buy
+3,100
New +$323K ﹤0.01% 10559

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Citadel Advisors's IWS Position: Q1 2026 in Review

Citadel Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 23,179 shares — an estimated $3.44M sold.

Citadel Advisors first reported a position in IWS in Q1 2014 and held it in 25 quarters. The position peaked at $7.28M in Q2 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Citadel Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 23,179 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $3.44M.
  • Citadel Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 25 quarters.
  • Citadel Advisors's iShares Russell Mid-Cap Value ETF position peaked at $7.28M in Q2 2023.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.