Clean Yield Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clean Yield 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 Q2	$1.98K	Buy	+12	New	+$1.89K	﹤0.01%	375
2026 Q1	–	Sell	-178	Closed	-$25.1K	–	406
2025 Q4	$25.1K	Hold	178	–	–	0.01%	279
2025 Q3	$24.9K	Buy	+178	New	+$24.3K	0.01%	277
2023 Q1	–	Sell	-47	Closed	-$4.95K	–	447
2022 Q4	$4.95K	Buy	+47	New	+$4.93K	﹤0.01%	373

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

Clean Yield Group's IWS Position: Q2 2026 in Review

Clean Yield Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 12 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in IWS as recently as Q4 2025.

Clean Yield Group first reported a position in IWS in Q4 2022 and has held it in 4 quarters since. The position peaked at $25.1K in Q4 2025. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Clean Yield Group held 12 shares of iShares Russell Mid-Cap Value ETF worth $1.98K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Clean Yield Group position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #375 holding.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
Clean Yield Group's iShares Russell Mid-Cap Value ETF position peaked at $25.1K in Q4 2025.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.