Insight Inv LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Insight Inv LLC’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	$288K	Hold	1,752	–	–	0.14%	79
2026 Q1	$255K	Sell	1,752 -113	-6%	-$16.8K	0.14%	80
2025 Q4	$263K	Hold	1,865	–	–	0.15%	88
2025 Q3	$260K	Sell	1,865 -105	-5%	-$14.4K	0.15%	85
2025 Q2	$260K	Hold	1,970	–	–	0.17%	83
2025 Q1	$248K	Hold	1,970	–	–	0.17%	87
2024 Q4	$255K	Buy	1,970 +1,472	+296%	+$197K	0.18%	83
2024 Q3	$65.9K	Hold	498	–	–	0.06%	82
2024 Q2	$60.1K	Hold	498	–	–	0.05%	81
2024 Q1	$62.4K	Hold	498	–	–	0.05%	82
2023 Q4	$57.9K	Hold	498	–	–	0.06%	80
2023 Q3	$50.4K	Hold	498	–	–	0.06%	78
2023 Q2	$54.7K	Hold	498	–	–	0.06%	81
2023 Q1	$52.9K	Hold	498	–	–	0.06%	81
2022 Q4	$52.5K	Hold	498	–	–	0.05%	86
2022 Q3	$48K	Hold	498	–	–	0.05%	87
2022 Q2	$51K	Hold	498	–	–	0.05%	113
2022 Q1	$60K	Hold	498	–	–	0.05%	88
2021 Q4	$61K	Buy	+498	New	+$59.5K	0.06%	92

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

Insight Inv LLC's IWS Position: Q2 2026 in Review

Insight Inv LLC held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,752 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #79.

Insight Inv LLC first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Insight Inv LLC held 1,752 shares of iShares Russell Mid-Cap Value ETF worth $288K as of Q2 2026.
Insight Inv LLC left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.14% of Insight Inv LLC's portfolio in Q2 2026, its #79 holding.
Insight Inv LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.