Dean Investment Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dean Investment Associates’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	-5,359	Closed	-$756K	–	200
2025 Q4	$756K	Buy	+5,359	New	+$749K	0.11%	182

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dean Investment Associates's IWS Position: Q1 2026 in Review

Dean Investment Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 5,359 shares — an estimated $756K sold.

Dean Investment Associates first reported a position in IWS in Q4 2025 and held it in 1 quarter. The position peaked at $756K in Q4 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Dean Investment Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Dean Investment Associates sold 5,359 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $756K.
Dean Investment Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
Dean Investment Associates's iShares Russell Mid-Cap Value ETF position peaked at $756K in Q4 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.