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

Howard Capital 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	Hold	2,027	–	–	﹤0.01%	367
2026 Q1	$295K	Hold	2,027	–	–	﹤0.01%	278
2025 Q4	$286K	Buy	+2,027	New	+$283K	﹤0.01%	374
2021 Q2	–	Sell	-12,024	Closed	-$1.38M	–	60
2021 Q1	$1.38M	Buy	+12,024	New	+$1.25M	0.25%	19

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

Howard Capital Management's IWS Position: Q2 2026 in Review

Howard Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,027 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Howard Capital Management first reported a position in IWS in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Howard Capital Management held 2,027 shares of iShares Russell Mid-Cap Value ETF worth $334K as of Q2 2026.
Howard Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #367 holding.
Howard Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 4 quarters since.
Howard Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $1.38M in Q1 2021.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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