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 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 $1.66T 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

Clean Yield Group's IWS Position: Q1 2026 in Review

Clean Yield Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 178 shares — an estimated $25.1K sold.

Clean Yield Group first reported a position in IWS in Q4 2022 and held it in 3 quarters. The position peaked at $25.1K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Clean Yield Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 178 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $25.1K.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 3 quarters.
Clean Yield Group's iShares Russell Mid-Cap Value ETF position peaked at $25.1K in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.