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LMCG Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LMCG Investments’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 		– Sell
-1,448
Closed -$204K – 226
2025
Q4 		$204K Sell
1,448
-30
-2% -$4.19K 0.01% 218
2025
Q3 		$206K Buy
+1,478
New +$202K 0.01% 222
2024
Q4 		– Sell
-1,520
Closed -$201K – 240
2024
Q3 		$201K Buy
+1,520
New +$192K 0.01% 222
2015
Q3 		$2.01M Buy
29,941
+15,217
+103% +$1.08M 0.04% 365
2015
Q2 		$1.09M Sell
14,724
-25,066
-63% -$1.89M 0.02% 384
2015
Q1 		$3M Sell
39,790
-18,078
-31% -$1.35M 0.06% 347
2014
Q4 		$4.27M Sell
57,868
-3,052
-5% -$219K 0.09% 285
2014
Q3 		$4.26M Sell
60,920
-1,803
-3% -$129K 0.1% 281
2014
Q2 		$4.55M Sell
62,723
-19,278
-24% -$1.34M 0.1% 285
2014
Q1 		$5.64M Buy
82,001
+19,598
+31% +$1.3M 0.12% 265
2013
Q4 		$4.1M Buy
62,403
+10,344
+20% +$659K 0.09% 276
2013
Q3 		$3.17M Buy
52,059
+32,239
+163% +$1.94M 0.08% 287
2013
Q2 		$1.15M Buy
+19,820
New +$1.15M 0.03% 346

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

LMCG Investments's IWS Position: Q1 2026 in Review

LMCG Investments sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,448 shares — an estimated $204K sold.

LMCG Investments first reported a position in IWS in Q2 2013 and held it in 13 quarters. The position peaked at $5.64M in Q1 2014. 992 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • LMCG Investments reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • LMCG Investments sold 1,448 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $204K.
  • LMCG Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 13 quarters.
  • LMCG Investments's iShares Russell Mid-Cap Value ETF position peaked at $5.64M in Q1 2014.
  • 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.