First Manhattan’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Manhattan’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	$206K	Buy	+1,254	New	+$198K	﹤0.01%	716
2024 Q2	–	Sell	-592	Closed	-$74.2K	–	998
2024 Q1	$74.2K	Hold	592	–	–	﹤0.01%	812
2023 Q4	$68.8K	Hold	592	–	–	﹤0.01%	812
2023 Q3	$61.8K	Sell	592 -341	-37%	-$37.6K	﹤0.01%	829
2023 Q2	$102K	Sell	933 -769	-45%	-$81K	﹤0.01%	766
2023 Q1	$181K	Buy	1,702 +213	+14%	+$23.2K	﹤0.01%	696
2022 Q4	$157K	Hold	1,489	–	–	﹤0.01%	742
2022 Q3	$143K	Hold	1,489	–	–	﹤0.01%	752
2022 Q2	$151K	Buy	1,489 +769	+107%	+$86K	﹤0.01%	765
2022 Q1	$86K	Buy	720 +224	+45%	+$26.4K	﹤0.01%	906
2021 Q4	$60K	Hold	496	–	–	﹤0.01%	965
2021 Q3	$56K	Hold	496	–	–	﹤0.01%	967
2021 Q2	$57K	Hold	496	–	–	﹤0.01%	954
2021 Q1	$54K	Hold	496	–	–	﹤0.01%	944
2020 Q4	$48K	Hold	496	–	–	﹤0.01%	911
2020 Q3	$40K	Hold	496	–	–	﹤0.01%	914
2020 Q2	$37K	Sell	496 -340	-41%	-$24.7K	﹤0.01%	929
2020 Q1	$53K	Buy	836 +340	+69%	+$29.1K	﹤0.01%	833
2019 Q4	$47K	Sell	496 -42	-8%	-$3.84K	﹤0.01%	925
2019 Q3	$48K	Sell	538 -96	-15%	-$8.5K	﹤0.01%	920
2019 Q2	$56K	Sell	634 -480	-43%	-$42.2K	﹤0.01%	912
2019 Q1	$96K	Hold	1,114	–	–	﹤0.01%	834
2018 Q4	$85K	Hold	1,114	–	–	﹤0.01%	825
2018 Q3	$100K	Sell	1,114 -262	-19%	-$23.7K	﹤0.01%	846
2018 Q2	$121K	Hold	1,376	–	–	﹤0.01%	782
2018 Q1	$118K	Hold	1,376	–	–	﹤0.01%	775
2017 Q4	$122K	Hold	1,376	–	–	﹤0.01%	817
2017 Q3	$116K	Hold	1,376	–	–	﹤0.01%	783
2017 Q2	$115K	Hold	1,376	–	–	﹤0.01%	769
2017 Q1	$114K	Hold	1,376	–	–	﹤0.01%	785
2016 Q4	$110K	Sell	1,376 -98	-7%	-$7.63K	﹤0.01%	780
2016 Q3	$113K	Sell	1,474 -85	-5%	-$6.48K	﹤0.01%	770
2016 Q2	$115K	Buy	1,559 +98	+7%	+$7.1K	﹤0.01%	786
2016 Q1	$103K	Buy	1,461 +496	+51%	+$32.7K	﹤0.01%	785
2015 Q4	$66K	Hold	965	–	–	﹤0.01%	886
2015 Q3	$64K	Hold	965	–	–	﹤0.01%	893
2015 Q2	$71K	Sell	965 -371	-28%	-$28K	﹤0.01%	890
2015 Q1	$100K	Hold	1,336	–	–	﹤0.01%	829
2014 Q4	$98K	Hold	1,336	–	–	﹤0.01%	841
2014 Q3	$93K	Hold	1,336	–	–	﹤0.01%	837
2014 Q2	$97K	Hold	1,336	–	–	﹤0.01%	822
2014 Q1	$91K	Buy	+1,336	New	+$88.8K	﹤0.01%	820

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

First Manhattan's IWS Position: Q2 2026 in Review

First Manhattan opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,254 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: First Manhattan previously reported a position in IWS as recently as Q1 2024.

First Manhattan first reported a position in IWS in Q1 2014 and has held it in 42 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Manhattan held 1,254 shares of iShares Russell Mid-Cap Value ETF worth $206K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new First Manhattan position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #716 holding.
First Manhattan first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and has held it in 42 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.