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 Q2	$202K	Buy	1,225 +864	+239%	+$136K	0.01%	317
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 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

Howe & Rusling's IWS Position: Q2 2026 in Review

Howe & Rusling increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 239% in Q2 2026, buying an estimated $136K and bringing the position to 1,225 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #317.

Howe & Rusling first reported a position in IWS in Q4 2014 and has held it in 24 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Howe & Rusling held 1,225 shares of iShares Russell Mid-Cap Value ETF worth $202K as of Q2 2026.
Howe & Rusling bought 864 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $136K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #317 holding.
Howe & Rusling first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 24 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.