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Duncan Williams Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Duncan Williams Asset Management’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
-1,340
Closed -$201K – 167
2025
Q4 		$201K Buy
+1,340
New +$187K 0.05% 163

Other funds holding IWS

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Duncan Williams Asset Management's IWS Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,340 shares — an estimated $201K sold.

Duncan Williams Asset Management first reported a position in IWS in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 1,340 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $201K.
  • Duncan Williams Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Duncan Williams Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $201K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.