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

Evelyn Partners 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	$70.4K	Hold	483	–	–	0.02%	154
2025 Q4	$68.1K	Hold	483	–	–	0.02%	141
2025 Q3	$67.5K	Hold	483	–	–	0.02%	138
2025 Q2	$63.8K	Hold	483	–	–	0.02%	126
2025 Q1	$60.8K	Hold	483	–	–	0.02%	129
2024 Q4	$62.5K	Buy	+483	New	+$64.6K	0.02%	128

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

Evelyn Partners Asset Management's IWS Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 483 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #154.

Evelyn Partners Asset Management first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Evelyn Partners Asset Management held 483 shares of iShares Russell Mid-Cap Value ETF worth $70.4K as of Q1 2026.
Evelyn Partners Asset Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #154 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.