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Maloon Powers Pitre Higgins & Dennehy’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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 		$686K Buy
+4,170
New +$658K 0.24% 68

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

Maloon Powers Pitre Higgins & Dennehy's IWS Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 4,170 shares worth $686K. The stake represents 0.24% of the portfolio and ranks #68 among its holdings.

1,039 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Maloon Powers Pitre Higgins & Dennehy held 4,170 shares of iShares Russell Mid-Cap Value ETF worth $686K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.24% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #68 holding.
  • 1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.