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Lawood & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lawood & Co’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 		$270K Sell
1,640
-32
-2% -$5.05K 0.18% 85
2026
Q1 		$244K Sell
1,672
-82
-5% -$12.2K 0.23% 83
2025
Q4 		$247K Buy
+1,754
New +$245K 0.23% 83

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

Lawood & Co's IWS Position: Q2 2026 in Review

Lawood & Co reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q2 2026, selling an estimated $5.05K and leaving 1,640 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #85.

Lawood & Co first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Lawood & Co held 1,640 shares of iShares Russell Mid-Cap Value ETF worth $270K as of Q2 2026.
  • Lawood & Co sold 32 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.05K.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Lawood & Co's portfolio in Q2 2026, its #85 holding.
  • Lawood & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.