Douglass Winthrop Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Douglass Winthrop Advisors’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	$283K	Hold	1,942	–	–	0.01%	268
2025 Q4	$274K	Sell	1,942 -516	-21%	-$72.1K	﹤0.01%	279
2025 Q3	$343K	Buy	+2,458	New	+$336K	0.01%	247
2024 Q2	–	Sell	-2,500	Closed	-$313K	–	284
2024 Q1	$313K	Sell	2,500 -1,500	-38%	-$177K	0.01%	234
2023 Q4	$465K	Sell	4,000 -500	-11%	-$53.3K	0.01%	178
2023 Q3	$470K	Sell	4,500 -500	-10%	-$55.1K	0.01%	166
2023 Q2	$549K	Hold	5,000	–	–	0.01%	164
2023 Q1	$531K	Sell	5,000 -700	-12%	-$76.4K	0.01%	163
2022 Q4	$600K	Sell	5,700 -157	-3%	-$16.5K	0.02%	157
2022 Q3	$563K	Buy	5,857 +157	+3%	+$16.8K	0.02%	152
2022 Q2	$579K	Hold	5,700	–	–	0.02%	160
2022 Q1	$682K	Hold	5,700	–	–	0.02%	163
2021 Q4	$698K	Hold	5,700	–	–	0.02%	165
2021 Q3	$646K	Hold	5,700	–	–	0.02%	165
2021 Q2	$655K	Hold	5,700	–	–	0.02%	177
2021 Q1	$623K	Hold	5,700	–	–	0.02%	172
2020 Q4	$553K	Hold	5,700	–	–	0.02%	178
2020 Q3	$461K	Hold	5,700	–	–	0.02%	180
2020 Q2	$436K	Hold	5,700	–	–	0.02%	175
2020 Q1	$365K	Hold	5,700	–	–	0.02%	182
2019 Q4	$540K	Hold	5,700	–	–	0.02%	181
2019 Q3	$511K	Sell	5,700 -60	-1%	-$5.32K	0.02%	176
2019 Q2	$513K	Hold	5,760	–	–	0.02%	171
2019 Q1	$500K	Sell	5,760 -889	-13%	-$75K	0.02%	156
2018 Q4	$508K	Hold	6,649	–	–	0.03%	159
2018 Q3	$600K	Hold	6,649	–	–	0.03%	154
2018 Q2	$588K	Buy	6,649 +639	+11%	+$56.2K	0.03%	185
2018 Q1	$519K	Buy	+6,010	New	+$533K	0.03%	186

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

Douglass Winthrop Advisors's IWS Position: Q1 2026 in Review

Douglass Winthrop Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,942 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #268.

Douglass Winthrop Advisors first reported a position in IWS in Q1 2018 and has held it in 28 quarters since. The position peaked at $698K in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Douglass Winthrop Advisors held 1,942 shares of iShares Russell Mid-Cap Value ETF worth $283K as of Q1 2026.
Douglass Winthrop Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #268 holding.
Douglass Winthrop Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 28 quarters since.
Douglass Winthrop Advisors's iShares Russell Mid-Cap Value ETF position peaked at $698K in Q4 2021.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.