Janney Montgomery Scott
IWS icon

Janney Montgomery Scott’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Janney Montgomery Scott’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 		$5.56M Buy
33,772
+1
+0% +$158 0.01% 920
2026
Q1 		$4.92M Sell
33,771
-7,404
-18% -$1.1M 0.01% 856
2025
Q4 		$5.81M Buy
41,175
+4,627
+13% +$647K 0.01% 836
2025
Q3 		$5.11M Sell
36,548
-235
-0.6% -$32.1K 0.01% 882
2025
Q2 		$4.86M Buy
36,783
+695
+2% +$87.2K 0.01% 822
2025
Q1 		$4.55M Sell
36,088
-6,388
-15% -$832K 0.01% 814
2024
Q4 		$5.49M Buy
42,476
+5,045
+13% +$675K 0.02% 751
2024
Q3 		$4.95M Sell
37,431
-404
-1% -$51.1K 0.01% 762
2024
Q2 		$4.57M Sell
37,835
-1,541
-4% -$187K 0.01% 767
2024
Q1 		$4.93M Sell
39,376
-41,786
-51% -$4.92M 0.01% 773
2023
Q4 		$9.44M Buy
81,162
+12,232
+18% +$1.3M 0.03% 520
2023
Q3 		$7.19M Buy
68,930
+491
+0.7% +$54.1K 0.03% 541
2023
Q2 		$7.52M Sell
68,439
-20,495
-23% -$2.16M 0.03% 554
2023
Q1 		$9.45M Sell
88,934
-195
-0.2% -$21.3K 0.04% 438
2022
Q4 		$9.39M Buy
89,129
+8,668
+11% +$909K 0.04% 456
2022
Q3 		$7.73M Buy
80,461
+429
+0.5% +$45.8K 0.03% 464
2022
Q2 		$8.27M Buy
80,032
+12,192
+18% +$1.36M 0.04% 425
2022
Q1 		$8.12M Buy
67,840
+16,099
+31% +$1.9M 0.03% 441
2021
Q4 		$6.33M Buy
51,741
+13,595
+36% +$1.62M 0.02% 549
2021
Q3 		$4.32M Sell
38,146
-9,986
-21% -$1.16M 0.02% 649
2021
Q2 		$5.53M Buy
48,132
+8,763
+22% +$1M 0.02% 555
2021
Q1 		$4.3M Buy
39,369
+5,889
+18% +$613K 0.02% 611
2020
Q4 		$3.25M Buy
33,480
+2,534
+8% +$228K 0.02% 676
2020
Q3 		$2.5M Buy
30,946
+1,403
+5% +$114K 0.01% 719
2020
Q2 		$2.26M Sell
29,543
-2,001
-6% -$146K 0.01% 722
2020
Q1 		$2.02M Sell
31,544
-4,382
-12% -$375K 0.02% 697
2019
Q4 		$3.4M Buy
35,926
+290
+0.8% +$26.5K 0.02% 593
2019
Q3 		$3.2M Buy
35,636
+15,730
+79% +$1.39M 0.02% 583
2019
Q2 		$1.77M Buy
19,906
+568
+3% +$49.9K 0.01% 792
2019
Q1 		$1.68M Sell
19,338
-4,586
-19% -$387K 0.01% 788
2018
Q4 		$1.83M Buy
23,924
+5,721
+31% +$479K 0.02% 671
2018
Q3 		$1.64M Sell
18,203
-304
-2% -$27.5K 0.01% 781
2018
Q2 		$1.64M Buy
18,507
+1,909
+12% +$168K 0.02% 752
2018
Q1 		$1.44M Sell
16,598
-633
-4% -$56.1K 0.01% 806
2017
Q4 		$1.54M Buy
17,231
+573
+3% +$49.8K 0.02% 765
2017
Q3 		$1.42M Sell
16,658
-320
-2% -$26.8K 0.02% 765
2017
Q2 		$1.43M Buy
16,978
+3,790
+29% +$315K 0.02% 707
2017
Q1 		$1.09M Buy
13,188
+5,330
+68% +$440K 0.01% 803
2016
Q4 		$632K Buy
7,858
+1,339
+21% +$104K 0.01% 983
2016
Q3 		$501K Sell
6,519
-6,053
-48% -$462K 0.01% 950
2016
Q2 		$934K Buy
12,572
+5,863
+87% +$425K 0.02% 414
2016
Q1 		$476K Sell
6,709
-4,671
-41% -$308K 0.01% 796
2015
Q4 		$781K Buy
11,380
+4,452
+64% +$313K 0.02% 632
2015
Q3 		$465K Buy
6,928
+141
+2% +$10K 0.01% 867
2015
Q2 		$501K Sell
6,787
-1,248
-16% -$94.1K 0.01% 1173
2015
Q1 		$605K Sell
8,035
-63
-0.8% -$4.7K 0.01% 1223
2014
Q4 		$597K Buy
8,098
+580
+8% +$41.7K 0.01% 1180
2014
Q3 		$526K Buy
7,518
+947
+14% +$67.9K 0.01% 1245
2014
Q2 		$477K Sell
6,571
-2,513
-28% -$175K 0.01% 1273
2014
Q1 		$624K Buy
9,084
+2,069
+29% +$138K 0.02% 982
2013
Q4 		$461K Buy
7,015
+454
+7% +$28.9K 0.01% 1143
2013
Q3 		$400K Buy
+6,561
New +$396K 0.01% 1141

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janney Montgomery Scott's IWS Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0% in Q2 2026, buying an estimated $158 and bringing the position to 33,772 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #920.

Janney Montgomery Scott first reported a position in IWS in Q3 2013 and has held it in 52 quarters since. The position peaked at $9.45M in Q1 2023. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Janney Montgomery Scott held 33,772 shares of iShares Russell Mid-Cap Value ETF worth $5.56M as of Q2 2026.
  • Janney Montgomery Scott bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #920 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's iShares Russell Mid-Cap Value ETF position peaked at $9.45M in Q1 2023.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.