K.J. Harrison & Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

K.J. Harrison & Partners’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	–	Sell	-2,505	Closed	-$365K	–	244
2026 Q1	$365K	Buy	+2,505	New	+$372K	0.06%	191
2021 Q3	–	Sell	-3,007	Closed	-$346	–	395
2021 Q2	$346	Buy	+3,007	New	+$345K	0.04%	228

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

K.J. Harrison & Partners's IWS Position: Q2 2026 in Review

K.J. Harrison & Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 2,505 shares — an estimated $365K sold.

K.J. Harrison & Partners first reported a position in IWS in Q2 2021 and held it in 2 quarters. The position peaked at $365K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

K.J. Harrison & Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 2,505 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $365K.
K.J. Harrison & Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
K.J. Harrison & Partners's iShares Russell Mid-Cap Value ETF position peaked at $365K in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.