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Citizens Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Citizens Financial Group’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 		$332K Sell
2,275
-5
-0.2% -$742 ﹤0.01% 657
2025
Q4 		$322K Buy
2,280
+18
+0.8% +$2.52K ﹤0.01% 643
2025
Q3 		$316K Sell
2,262
-159
-7% -$21.7K ﹤0.01% 631
2025
Q2 		$320K Buy
2,421
+508
+27% +$63.7K 0.01% 561
2025
Q1 		$241K Buy
1,913
+5
+0.3% +$651 ﹤0.01% 550
2024
Q4 		$247K Buy
1,908
+6
+0.3% +$803 ﹤0.01% 509
2024
Q3 		$252K Buy
1,902
+6
+0.3% +$758 0.01% 492
2024
Q2 		$229K Buy
1,896
+282
+17% +$34.3K 0.01% 494
2024
Q1 		$202K Buy
+1,614
New +$190K 0.01% 400
2020
Q3 		– Sell
-1,542
Closed -$118K – 574
2020
Q2 		$118K Buy
1,542
+242
+19% +$17.6K 0.01% 339
2020
Q1 		$84K Buy
1,300
+150
+13% +$12.8K 0.01% 348
2019
Q4 		$109K Sell
1,150
-44
-4% -$4.02K 0.01% 321
2019
Q3 		$107K Hold
1,194
– – 0.01% 286
2019
Q2 		$106K Sell
1,194
-768
-39% -$67.4K 0.01% 280
2019
Q1 		$170K Sell
1,962
-72
-4% -$6.07K 0.01% 245
2018
Q4 		$155K Sell
2,034
-130
-6% -$10.9K 0.01% 215
2018
Q3 		$195K Sell
2,164
-11
-0.5% -$996 0.02% 215
2018
Q2 		$193K Sell
2,175
-481
-18% -$42.3K 0.02% 210
2018
Q1 		$230K Sell
2,656
-1,743
-40% -$155K 0.02% 210
2017
Q4 		$392K Sell
4,399
-216
-5% -$18.8K 0.03% 174
2017
Q3 		$392K Buy
4,615
+62
+1% +$5.2K 0.03% 176
2017
Q2 		$383K Sell
4,553
-347
-7% -$28.9K 0.03% 180
2017
Q1 		$407K Hold
4,900
– – 0.04% 172
2016
Q4 		$394K Sell
4,900
-135
-3% -$10.5K 0.04% 175
2016
Q3 		$387K Sell
5,035
-395
-7% -$30.1K 0.04% 181
2016
Q2 		$403K Sell
5,430
-19
-0.3% -$1.38K 0.04% 177
2016
Q1 		$386K Buy
5,449
+124
+2% +$8.18K 0.04% 181
2015
Q4 		$366K Buy
+5,325
New +$374K 0.03% 178

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

Citizens Financial Group's IWS Position: Q1 2026 in Review

Citizens Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.22% in Q1 2026, selling an estimated $742 and leaving 2,275 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Citizens Financial Group first reported a position in IWS in Q4 2015 and has held it in 28 quarters since. The position peaked at $407K in Q1 2017. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Citizens Financial Group held 2,275 shares of iShares Russell Mid-Cap Value ETF worth $332K as of Q1 2026.
  • Citizens Financial Group sold 5 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $742.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q1 2026, its #657 holding.
  • Citizens Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 28 quarters since.
  • Citizens Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $407K in Q1 2017.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.