Cramer Rosenthal McGlynn’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cramer Rosenthal McGlynn’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	-50,389	Closed	-$7.11M	–	95
2025 Q4	$7.11M	Buy	+50,389	New	+$7.04M	0.46%	64
2025 Q3	–	Sell	-5,750	Closed	-$760K	–	98
2025 Q2	$760K	Buy	+5,750	New	+$721K	0.05%	84
2023 Q1	–	Sell	-12,675	Closed	-$1.34M	–	109
2022 Q4	$1.34M	Buy	+12,675	New	+$1.33M	0.06%	100
2019 Q2	–	Sell	-125	Closed	-$11K	–	124
2019 Q1	$11K	Sell	125 -5,135	-98%	-$433K	﹤0.01%	124
2018 Q4	$402K	Buy	+5,260	New	+$440K	0.01%	127
2015 Q4	–	Sell	-7,000	Closed	-$470K	–	245
2015 Q3	$470K	Buy	+7,000	New	+$498K	0.01%	209
2015 Q1	–	Sell	-29,882	Closed	-$2.2M	–	236
2014 Q4	$2.2M	Buy	+29,882	New	+$2.15M	0.02%	184
2014 Q3	–	Sell	-522,500	Closed	-$37.9M	–	258
2014 Q2	$37.9M	Buy	+522,500	New	+$36.5M	0.31%	106
2014 Q1	–	Sell	-1,493	Closed	-$98K	–	289
2013 Q4	$98K	Buy	+1,493	New	+$95.1K	﹤0.01%	249

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

Cramer Rosenthal McGlynn's IWS Position: Q1 2026 in Review

Cramer Rosenthal McGlynn sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 50,389 shares — an estimated $7.11M sold.

Cramer Rosenthal McGlynn first reported a position in IWS in Q4 2013 and held it in 9 quarters. The position peaked at $37.9M in Q2 2014. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Cramer Rosenthal McGlynn reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 50,389 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.11M.
Cramer Rosenthal McGlynn first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 9 quarters.
Cramer Rosenthal McGlynn's iShares Russell Mid-Cap Value ETF position peaked at $37.9M in Q2 2014.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.