Hara Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hara Capital’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	$21.6K	Hold	148	–	–	0.01%	231
2025 Q4	$20.9K	Hold	148	–	–	0.01%	217
2025 Q3	$20.7K	Hold	148	–	–	0.01%	219
2025 Q2	$19.6K	Hold	148	–	–	0.01%	245
2025 Q1	$18.6K	Sell	148 -148	-50%	-$19.3K	0.01%	223
2024 Q4	$38.3K	Buy	296 +148	+100%	+$19.8K	0.01%	229
2024 Q3	$19.6K	Buy	+148	New	+$18.7K	0.01%	221

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

Hara Capital's IWS Position: Q1 2026 in Review

Hara Capital held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 148 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #231.

Hara Capital first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. The position peaked at $38.3K in Q4 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Hara Capital held 148 shares of iShares Russell Mid-Cap Value ETF worth $21.6K as of Q1 2026.
Hara Capital 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 Hara Capital's portfolio in Q1 2026, its #231 holding.
Hara Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Hara Capital's iShares Russell Mid-Cap Value ETF position peaked at $38.3K in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.