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J. M. Brown & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

J. M. Brown & Associates’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
Q3 		– Sell
-2,163
Closed -$356K – 152
2026
Q2 		$356K Buy
+2,163
New +$341K 0.2% 128

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J. M. Brown & Associates's IWS Position: Q3 2026 in Review

J. M. Brown & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 2,163 shares — an estimated $356K sold.

J. M. Brown & Associates first reported a position in IWS in Q2 2026 and held it in 1 quarter. The position peaked at $356K in Q2 2026. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • J. M. Brown & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • J. M. Brown & Associates sold 2,163 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $356K.
  • J. M. Brown & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • J. M. Brown & Associates's iShares Russell Mid-Cap Value ETF position peaked at $356K in Q2 2026.
  • 926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.