David Shaw’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

David Shaw’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
2025 Q3	–	Sell	-2,278	Closed	-$301K	–	4749
2025 Q2	$301K	Buy	+2,278	New	+$286K	﹤0.01%	3870
2025 Q1	–	Sell	-2,578	Closed	-$333K	–	4485
2024 Q4	$333K	Sell	2,578 -204	-7%	-$27.3K	﹤0.01%	3837
2024 Q3	$368K	Buy	+2,782	New	+$352K	﹤0.01%	3876

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

David Shaw's IWS Position: Q3 2025 in Review

David Shaw sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 2,278 shares — an estimated $301K sold.

David Shaw first reported a position in IWS in Q3 2024 and held it in 3 quarters. The position peaked at $368K in Q3 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

David Shaw reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
David Shaw sold 2,278 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $301K.
David Shaw first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and held it in 3 quarters.
David Shaw's iShares Russell Mid-Cap Value ETF position peaked at $368K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.