FWL Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

FWL Investment 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	$2.62K	Hold	18	–	–	﹤0.01%	315
2025 Q4	$2.54K	Hold	18	–	–	﹤0.01%	333
2025 Q3	$2.51K	Hold	18	–	–	﹤0.01%	307
2025 Q2	$2.38K	Hold	18	–	–	﹤0.01%	284
2025 Q1	$2.27K	Hold	18	–	–	﹤0.01%	270
2024 Q4	$2.33K	Hold	18	–	–	﹤0.01%	286
2024 Q3	$2.38K	Buy	+18	New	+$2.27K	﹤0.01%	272

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

FWL Investment Management's IWS Position: Q1 2026 in Review

FWL Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 18 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

FWL Investment Management first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

FWL Investment Management held 18 shares of iShares Russell Mid-Cap Value ETF worth $2.62K as of Q1 2026.
FWL Investment Management 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 FWL Investment Management's portfolio in Q1 2026, its #315 holding.
FWL Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.