Kanawha Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kanawha Capital Management’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 Q1	$402K	Hold	2,761	–	–	0.03%	166
2025 Q4	$389K	Hold	2,761	–	–	0.03%	169
2025 Q3	$386K	Hold	2,761	–	–	0.03%	170
2025 Q2	$365K	Hold	2,761	–	–	0.03%	170
2025 Q1	$348K	Sell	2,761 -780	-22%	-$102K	0.03%	173
2024 Q4	$458K	Hold	3,541	–	–	0.04%	158
2024 Q3	$468K	Hold	3,541	–	–	0.03%	167
2024 Q2	$428K	Buy	3,541 +1,846	+109%	+$224K	0.03%	170
2024 Q1	$212K	Sell	1,695 -1,695	-50%	-$200K	0.02%	214
2023 Q4	$394K	Hold	3,390	–	–	0.04%	161
2023 Q3	$354K	Hold	3,390	–	–	0.03%	165
2023 Q2	$372K	Hold	3,390	–	–	0.03%	161
2023 Q1	$360K	Hold	3,390	–	–	0.03%	166
2022 Q4	$357K	Buy	+3,390	New	+$356K	0.04%	167

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Kanawha Capital Management's IWS Position: Q1 2026 in Review

Kanawha Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,761 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #166.

Kanawha Capital Management first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. The position peaked at $468K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Kanawha Capital Management held 2,761 shares of iShares Russell Mid-Cap Value ETF worth $402K as of Q1 2026.
Kanawha Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #166 holding.
Kanawha Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Kanawha Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $468K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.