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Howe & Rusling’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Howe & Rusling’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 		$52.6K Hold
361
– – ﹤0.01% 360
2025
Q4 		$50.9K Buy
+361
New +$50.5K ﹤0.01% 368
2025
Q3 		– Sell
-256
Closed -$33.8K – 477
2025
Q2 		$33.8K Buy
256
+236
+1,180% +$29.6K ﹤0.01% 366
2025
Q1 		$2.52K Sell
20
-20
-50% -$2.6K ﹤0.01% 418
2024
Q4 		$5.17K Sell
40
-140
-78% -$18.7K ﹤0.01% 384
2024
Q3 		$23.8K Buy
180
+160
+800% +$20.2K ﹤0.01% 329
2024
Q2 		$2.42K Hold
20
– – ﹤0.01% 350
2024
Q1 		$2.51K Buy
+20
New +$2.35K ﹤0.01% 373
2023
Q4 		– Sell
-363
Closed -$37.9K – 384
2023
Q3 		$37.9K Hold
363
– – ﹤0.01% 264
2023
Q2 		$39.9K Hold
363
– – ﹤0.01% 270
2023
Q1 		$38.6K Sell
363
-35
-9% -$3.82K ﹤0.01% 253
2022
Q4 		$41.9K Buy
398
+363
+1,037% +$38.1K 0.01% 247
2022
Q3 		$3K Hold
35
– – ﹤0.01% 789
2022
Q2 		$4K Sell
35
-41
-54% -$4.58K ﹤0.01% 700
2022
Q1 		$9K Buy
+76
New +$8.95K ﹤0.01% 540
2020
Q3 		– Sell
-290
Closed -$22K – 840
2020
Q2 		$22K Buy
+290
New +$21.1K ﹤0.01% 338
2018
Q1 		– Sell
-200
Closed -$18K – 970
2017
Q4 		$18K Hold
200
– – ﹤0.01% 403
2017
Q3 		$17K Hold
200
– – ﹤0.01% 399
2017
Q2 		$17K Hold
200
– – ﹤0.01% 389
2017
Q1 		$17K Sell
200
-15
-7% -$1.24K ﹤0.01% 383
2016
Q4 		$17K Hold
215
– – ﹤0.01% 393
2016
Q3 		$17K Buy
+215
New +$16.4K ﹤0.01% 404
2015
Q1 		– Sell
-61
Closed -$4K – 959
2014
Q4 		$4K Buy
+61
New +$4.38K ﹤0.01% 657

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Howe & Rusling's IWS Position: Q1 2026 in Review

Howe & Rusling held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 361 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Howe & Rusling first reported a position in IWS in Q4 2014 and has held it in 23 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Howe & Rusling held 361 shares of iShares Russell Mid-Cap Value ETF worth $52.6K as of Q1 2026.
  • Howe & Rusling 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 Howe & Rusling's portfolio in Q1 2026, its #360 holding.
  • Howe & Rusling first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 23 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.