KilterHowling LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

KilterHowling LLC’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	$338K	Buy	2,316 +7	+0.3%	+$1.04K	0.17%	37
2025 Q4	$326K	Buy	2,309 +11	+0.5%	+$1.54K	0.17%	38
2025 Q3	$321K	Buy	2,298 +9	+0.4%	+$1.23K	0.18%	34
2025 Q2	$302K	Buy	2,289 +8	+0.4%	+$1K	0.18%	35
2025 Q1	$287K	Buy	2,281 +9	+0.4%	+$1.17K	0.19%	35
2024 Q4	$299K	Buy	2,272 +10	+0.4%	+$1.34K	0.17%	35
2024 Q3	$299K	Buy	2,262 +10	+0.4%	+$1.26K	0.19%	40
2024 Q2	$272K	Buy	2,252 +7	+0.3%	+$851	0.19%	39
2024 Q1	$281K	Buy	2,245 +7	+0.3%	+$824	0.2%	39
2023 Q4	$258K	Buy	2,238 +24	+1%	+$2.56K	0.19%	40
2023 Q3	$231K	Hold	2,214	–	–	0.2%	41
2023 Q2	$243K	Buy	2,214 +8	+0.4%	+$843	0.21%	49
2023 Q1	$234K	Hold	2,206	–	–	0.23%	45
2022 Q4	$232K	Buy	2,206 +25	+1%	+$2.62K	0.25%	37
2022 Q3	$209K	Hold	2,181	–	–	0.25%	44
2022 Q2	$221K	Buy	2,181 +9	+0.4%	+$1.01K	0.25%	50
2022 Q1	$260K	Buy	2,172 +8	+0.4%	+$942	0.26%	48
2021 Q4	$265K	Buy	+2,164	New	+$258K	0.24%	52

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

KilterHowling LLC's IWS Position: Q1 2026 in Review

KilterHowling LLC increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.3% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,316 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #37.

KilterHowling LLC first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

KilterHowling LLC held 2,316 shares of iShares Russell Mid-Cap Value ETF worth $338K as of Q1 2026.
KilterHowling LLC bought 7 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.04K.
iShares Russell Mid-Cap Value ETF made up 0.17% of KilterHowling LLC's portfolio in Q1 2026, its #37 holding.
KilterHowling LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on KilterHowling LLC's 13F filing for Q1 2026, filed 12 May 2026.