Elm Partners Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Elm Partners 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 Q2	$334K	Buy	2,031 +85	+4%	+$13.4K	0.01%	126
2026 Q1	$277K	Hold	1,946	–	–	0.01%	132
2025 Q4	$275K	Hold	1,946	–	–	0.01%	132
2025 Q3	$272K	Buy	1,946 +43	+2%	+$5.88K	0.01%	129
2025 Q2	$251K	Sell	1,903 -1,326	-41%	-$166K	0.01%	90
2025 Q1	$407K	Buy	3,229 +682	+27%	+$88.8K	0.03%	51
2024 Q4	$329K	Buy	2,547 +326	+15%	+$43.6K	0.02%	55
2024 Q3	$294K	Hold	2,221	–	–	0.02%	54
2024 Q2	$268K	Hold	2,221	–	–	0.02%	58
2024 Q1	$278K	Buy	+2,221	New	+$262K	0.02%	57

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elm Partners Management's IWS Position: Q2 2026 in Review

Elm Partners Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,031 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #126.

Elm Partners Management first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. The position peaked at $407K in Q1 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Elm Partners Management held 2,031 shares of iShares Russell Mid-Cap Value ETF worth $334K as of Q2 2026.
Elm Partners Management bought 85 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $13.4K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #126 holding.
Elm Partners Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Elm Partners Management's iShares Russell Mid-Cap Value ETF position peaked at $407K in Q1 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.