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McDonald Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

McDonald Partners’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 		$35.9K Buy
+218
New +$34.4K 0.01% 342
2022
Q1 		– Sell
-28
Closed -$3.43K – 504
2021
Q4 		$3.43K Buy
+28
New +$3.34K ﹤0.01% 279

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 19.28% 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
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

McDonald Partners's IWS Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 218 shares worth $35.9K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IWS as recently as Q4 2021.

McDonald Partners first reported a position in IWS in Q4 2021 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • McDonald Partners held 218 shares of iShares Russell Mid-Cap Value ETF worth $35.9K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new McDonald Partners position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #342 holding.
  • McDonald Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.