John Rogers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

John Rogers’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	$188K	Hold	1,145	–	–	﹤0.01%	106
2026 Q1	$167K	Buy	+1,145	New	+$170K	﹤0.01%	106
2024 Q2	–	Sell	-1,880	Closed	-$236K	–	117
2024 Q1	$236K	Sell	1,880 -4,472	-70%	-$527K	﹤0.01%	114
2023 Q4	$739K	Buy	+6,352	New	+$677K	0.01%	106
2023 Q3	–	Sell	-1,880	Closed	-$206K	–	118
2023 Q2	$206K	Buy	+1,880	New	+$198K	﹤0.01%	114
2023 Q1	–	Sell	-8,451	Closed	-$890K	–	117
2022 Q4	$890K	Buy	+8,451	New	+$886K	0.01%	107
2022 Q2	–	Sell	-3,199	Closed	-$383K	–	113
2022 Q1	$383K	Buy	+3,199	New	+$377K	﹤0.01%	103
2021 Q1	–	Sell	-2,381	Closed	-$231K	–	140
2020 Q4	$231K	Buy	+2,381	New	+$215K	﹤0.01%	139
2019 Q1	–	Sell	-17,986	Closed	-$1.37M	–	157
2018 Q4	$1.37M	Buy	+17,986	New	+$1.5M	0.02%	147
2016 Q1	–	Sell	-4,954	Closed	-$340K	–	202
2015 Q4	$340K	Buy	+4,954	New	+$348K	﹤0.01%	194

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

John Rogers's IWS Position: Q2 2026 in Review

John Rogers held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,145 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

John Rogers first reported a position in IWS in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2018. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

John Rogers held 1,145 shares of iShares Russell Mid-Cap Value ETF worth $188K as of Q2 2026.
John Rogers left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of John Rogers's portfolio in Q2 2026, its #106 holding.
John Rogers first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 10 quarters since.
John Rogers's iShares Russell Mid-Cap Value ETF position peaked at $1.37M in Q4 2018.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.