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 Q2	$356K	Buy	+2,163	New	+$341K	0.2%	128

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

J. M. Brown & Associates's IWS Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 2,163 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #128 among its holdings.

1,010 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

J. M. Brown & Associates held 2,163 shares of iShares Russell Mid-Cap Value ETF worth $356K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.2% of J. M. Brown & Associates's portfolio in Q2 2026, its #128 holding.
1,010 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.