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MassMutual Private Wealth & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MassMutual Private Wealth & Trust’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 		$16.5K Hold
100
– – ﹤0.01% 1183
2026
Q1 		$14.6K Hold
100
– – ﹤0.01% 1224
2025
Q4 		$14.1K Sell
100
-25
-20% -$3.5K ﹤0.01% 1254
2025
Q3 		$17.5K Sell
125
-51
-29% -$6.97K ﹤0.01% 1177
2025
Q2 		$23.3K Sell
176
-32
-15% -$4.01K ﹤0.01% 1049
2025
Q1 		$26.2K Sell
208
-111
-35% -$14.5K ﹤0.01% 928
2024
Q4 		$41.3K Buy
319
+143
+81% +$19.1K ﹤0.01% 797
2024
Q3 		$23.3K Buy
176
+51
+41% +$6.45K ﹤0.01% 864
2024
Q2 		$15.1K Sell
125
-340
-73% -$41.3K ﹤0.01% 938
2024
Q1 		$58.3K Buy
465
+340
+272% +$40K ﹤0.01% 587
2023
Q4 		$14.5K Hold
125
– – ﹤0.01% 895
2023
Q3 		$13K Hold
125
– – ﹤0.01% 915
2023
Q2 		$13.7K Hold
125
– – ﹤0.01% 861
2023
Q1 		$13.3K Sell
125
-142
-53% -$15.5K ﹤0.01% 846
2022
Q4 		$28K Buy
267
+92
+53% +$9.65K ﹤0.01% 565
2022
Q3 		$17K Hold
175
– – ﹤0.01% 614
2022
Q2 		$18K Sell
175
-75
-30% -$8.39K ﹤0.01% 594
2022
Q1 		$30K Sell
250
-59
-19% -$6.95K ﹤0.01% 529
2021
Q4 		$38K Sell
309
-17
-5% -$2.03K ﹤0.01% 516
2021
Q3 		$37K Buy
326
+26
+9% +$3.01K ﹤0.01% 520
2021
Q2 		$34K Sell
300
-71
-19% -$8.14K ﹤0.01% 516
2021
Q1 		$41K Sell
371
-363
-49% -$37.8K ﹤0.01% 455
2020
Q4 		$71K Hold
734
– – ﹤0.01% 417
2020
Q3 		$59K Sell
734
-499
-40% -$40.4K ﹤0.01% 407
2020
Q2 		$94K Buy
1,233
+61
+5% +$4.44K 0.01% 369
2020
Q1 		$75K Sell
1,172
-4,692
-80% -$401K 0.01% 350
2019
Q4 		$556K Buy
5,864
+4,924
+524% +$450K 0.03% 256
2019
Q3 		$84K Hold
940
– – 0.01% 392
2019
Q2 		$84K Buy
940
+615
+189% +$54K 0.01% 389
2019
Q1 		$28.2K Hold
325
– – ﹤0.01% 482
2018
Q4 		$24.8K Hold
325
– – ﹤0.01% 467
2018
Q3 		$29.3K Hold
325
– – ﹤0.01% 473
2018
Q2 		$28.8K Hold
325
– – ﹤0.01% 468
2018
Q1 		$28.1K Sell
325
-3,838
-92% -$340K ﹤0.01% 464
2017
Q4 		$371K Buy
4,163
+3,838
+1,181% +$334K 0.03% 278
2017
Q3 		$27.6K Sell
325
-50
-13% -$4.19K ﹤0.01% 592
2017
Q2 		$31.5K Hold
375
– – ﹤0.01% 548
2017
Q1 		$31.1K Hold
375
– – ﹤0.01% 535
2016
Q4 		$30.2K Buy
+375
New +$29.2K ﹤0.01% 393
2016
Q2 		$55.1K Sell
742
-100
-12% -$7.25K 0.01% 396
2016
Q1 		$59.7K Hold
842
– – 0.01% 358
2015
Q4 		$57.8K Sell
842
-49
-5% -$3.44K 0.01% 353
2015
Q3 		$62.4K Buy
891
+742
+498% +$52.8K 0.01% 365
2015
Q2 		$10.8K Sell
149
-1,242
-89% -$93.6K ﹤0.01% 482
2015
Q1 		$105K Hold
1,391
– – 0.02% 324
2014
Q4 		$103K Buy
1,391
+500
+56% +$35.9K 0.03% 214
2014
Q3 		$62.4K Buy
891
+742
+498% +$53.2K 0.01% 355
2014
Q2 		$10.8K Hold
149
– – ﹤0.01% 350
2014
Q1 		$10.2K Sell
149
-83
-36% -$5.52K 0.01% 333
2013
Q4 		$15.2K Buy
+232
New +$14.8K 0.01% 263

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

MassMutual Private Wealth & Trust's IWS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 100 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

MassMutual Private Wealth & Trust first reported a position in IWS in Q4 2013 and has held it in 50 quarters since. The position peaked at $556K in Q4 2019. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 100 shares of iShares Russell Mid-Cap Value ETF worth $16.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1183 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell Mid-Cap Value ETF position peaked at $556K in Q4 2019.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.