Millstone Evans Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Millstone Evans Group’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	$3.25M	Sell	19,763 -2,590	-12%	-$409K	1.76%	9
2026 Q1	$3.26M	Sell	22,353 -428	-2%	-$63.5K	1.95%	7
2025 Q4	$3.21M	Buy	22,781 +1,596	+8%	+$223K	1.89%	8
2025 Q3	$2.96M	Sell	21,185 -705	-3%	-$96.4K	1.88%	9
2025 Q2	$2.89M	Sell	21,890 -9	-0%	-$1.13K	1.97%	9
2025 Q1	$2.76M	Sell	21,899 -337	-2%	-$43.9K	1.87%	9
2024 Q4	$2.88M	Buy	+22,236	New	+$2.98M	1.96%	9

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 19.34% 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 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

Millstone Evans Group's IWS Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 12% in Q2 2026, selling an estimated $409K and leaving 19,763 shares worth $3.25M. The position accounts for 1.76% of the portfolio, ranked #9.

Millstone Evans Group first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Millstone Evans Group held 19,763 shares of iShares Russell Mid-Cap Value ETF worth $3.25M as of Q2 2026.
Millstone Evans Group sold 2,590 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $409K.
iShares Russell Mid-Cap Value ETF made up 1.76% of Millstone Evans Group's portfolio in Q2 2026, its #9 holding.
Millstone Evans Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares Russell Mid-Cap Value ETF position peaked at $3.26M in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.