Madison Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Madison Asset 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 Q2	$203K	Buy	+1,234	New	+$195K	﹤0.01%	346
2022 Q2	–	Sell	-1,684	Closed	-$201K	–	370
2022 Q1	$201K	Hold	1,684	–	–	﹤0.01%	313
2021 Q4	$206K	Buy	+1,684	New	+$201K	﹤0.01%	314

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 19.28% 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

Madison Asset Management's IWS Position: Q2 2026 in Review

Madison Asset Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,234 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Madison Asset Management previously reported a position in IWS as recently as Q1 2022.

Madison Asset Management first reported a position in IWS in Q4 2021 and has held it in 3 quarters since. The position peaked at $206K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Madison Asset Management held 1,234 shares of iShares Russell Mid-Cap Value ETF worth $203K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Madison Asset Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Madison Asset Management's portfolio in Q2 2026, its #346 holding.
Madison Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 3 quarters since.
Madison Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $206K in Q4 2021.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.