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Means Investment Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Means Investment Company’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 		$334K Sell
2,289
-12
-0.5% -$1.78K 0.03% 156
2025
Q4 		$325K Buy
2,301
+6
+0.3% +$839 0.03% 150
2025
Q3 		$321K Sell
2,295
-137
-6% -$18.7K 0.03% 157
2025
Q2 		$321K Sell
2,432
-325
-12% -$40.8K 0.03% 157
2025
Q1 		$347K Buy
2,757
+5
+0.2% +$651 0.04% 144
2024
Q4 		$356K Hold
2,752
– – 0.04% 153
2024
Q3 		$364K Sell
2,752
-162
-6% -$20.5K 0.04% 150
2024
Q2 		$352K Sell
2,914
-83
-3% -$10.1K 0.04% 146
2024
Q1 		$376K Sell
2,997
-158
-5% -$18.6K 0.05% 141
2023
Q4 		$367K Buy
3,155
+2
+0.1% +$213 0.05% 143
2023
Q3 		$329K Hold
3,153
– – 0.05% 149
2023
Q2 		$346K Buy
3,153
+1
+0% +$105 0.05% 147
2023
Q1 		$335K Sell
3,152
-39
-1% -$4.25K 0.06% 147
2022
Q4 		$336K Buy
3,191
+1
+0% +$105 0.07% 142
2022
Q3 		$306K Sell
3,190
-998
-24% -$107K 0.07% 146
2022
Q2 		$425K Buy
4,188
+613
+17% +$68.5K 0.09% 124
2022
Q1 		$428K Buy
3,575
+10
+0.3% +$1.18K 0.08% 124
2021
Q4 		$436K Sell
3,565
-23
-0.6% -$2.75K 0.08% 130
2021
Q3 		$406K Buy
3,588
+12
+0.3% +$1.39K 0.08% 128
2021
Q2 		$411K Buy
3,576
+7
+0.2% +$803 0.08% 131
2021
Q1 		$390K Buy
3,569
+10
+0.3% +$1.04K 0.09% 123
2020
Q4 		$370K Buy
3,559
+13
+0.4% +$1.17K 0.08% 127
2020
Q3 		$305K Buy
3,546
+15
+0.4% +$1.21K 0.08% 114
2020
Q2 		$295K Buy
3,531
+12
+0.3% +$873 0.09% 112
2020
Q1 		$239K Buy
3,519
+26
+0.7% +$2.22K 0.09% 115
2019
Q4 		$337K Buy
3,493
+16
+0.5% +$1.46K 0.11% 109
2019
Q3 		$320K Buy
3,477
+14
+0.4% +$1.24K 0.12% 112
2019
Q2 		$311K Buy
3,463
+13
+0.4% +$1.14K 0.13% 114
2019
Q1 		$300K Buy
3,450
+468
+16% +$39.5K 0.13% 113
2018
Q4 		$228K Buy
+2,982
New +$249K 0.13% 116

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

Means Investment Company's IWS Position: Q1 2026 in Review

Means Investment Company reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.52% in Q1 2026, selling an estimated $1.78K and leaving 2,289 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #156.

Means Investment Company first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. The position peaked at $436K in Q4 2021. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Means Investment Company held 2,289 shares of iShares Russell Mid-Cap Value ETF worth $334K as of Q1 2026.
  • Means Investment Company sold 12 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.78K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #156 holding.
  • Means Investment Company first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's iShares Russell Mid-Cap Value ETF position peaked at $436K in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.