MML Investors Services
IWS icon

MML Investors Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MML Investors Services’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 		$9.7M Sell
66,533
-9,609
-13% -$1.43M 0.03% 557
2025
Q4 		$10.7M Buy
76,142
+5,030
+7% +$703K 0.03% 546
2025
Q3 		$9.93M Buy
71,112
+8,899
+14% +$1.22M 0.03% 552
2025
Q2 		$8.22M Sell
62,213
-2,491
-4% -$312K 0.02% 589
2025
Q1 		$8.15M Sell
64,704
-5,864
-8% -$764K 0.03% 550
2024
Q4 		$9.13M Buy
70,568
+9,154
+15% +$1.23M 0.03% 472
2024
Q3 		$8.12M Buy
61,414
+1,683
+3% +$213K 0.03% 496
2024
Q2 		$7.21M Sell
59,731
-8,643
-13% -$1.05M 0.03% 512
2024
Q1 		$8.57M Sell
68,374
-3,455
-5% -$407K 0.04% 462
2023
Q4 		$8.35M Buy
71,829
+6,199
+9% +$660K 0.04% 426
2023
Q3 		$6.85M Sell
65,630
-4,144
-6% -$457K 0.04% 430
2023
Q2 		$7.66M Sell
69,774
-3,131
-4% -$330K 0.04% 402
2023
Q1 		$7.74M Sell
72,905
-10,982
-13% -$1.2M 0.05% 340
2022
Q4 		$8.84M Buy
83,887
+6,662
+9% +$699K 0.06% 333
2022
Q3 		$7.42M Buy
77,225
+1,983
+3% +$212K 0.06% 328
2022
Q2 		$7.64M Sell
75,242
-4,451
-6% -$498K 0.06% 307
2022
Q1 		$9.54M Sell
79,693
-3,390
-4% -$399K 0.07% 287
2021
Q4 		$10.2M Buy
83,083
+4,880
+6% +$583K 0.07% 276
2021
Q3 		$8.86M Sell
78,203
-748
-0.9% -$86.6K 0.07% 288
2021
Q2 		$9.08M Buy
78,951
+4,967
+7% +$569K 0.08% 267
2021
Q1 		$8.09M Buy
73,984
+6,630
+10% +$691K 0.08% 262
2020
Q4 		$6.53M Sell
67,354
-2,407
-3% -$217K 0.07% 270
2020
Q3 		$5.64M Sell
69,761
-238
-0.3% -$19.3K 0.07% 259
2020
Q2 		$5.36M Sell
69,999
-7,181
-9% -$523K 0.07% 251
2020
Q1 		$4.95M Buy
77,180
+4,766
+7% +$408K 0.09% 232
2019
Q4 		$6.86M Sell
72,414
-1,586
-2% -$145K 0.1% 220
2019
Q3 		$6.64M Sell
74,000
-30,797
-29% -$2.73M 0.11% 205
2019
Q2 		$9.34M Buy
104,797
+731
+0.7% +$64.2K 0.13% 182
2019
Q1 		$9.04M Sell
104,066
-18,188
-15% -$1.53M 0.14% 171
2018
Q4 		$9.33M Buy
122,254
+7,050
+6% +$590K 0.17% 144
2018
Q3 		$10.4M Buy
115,204
+21,448
+23% +$1.94M 0.18% 140
2018
Q2 		$8.3M Sell
93,756
-91,554
-49% -$8.05M 0.18% 138
2018
Q1 		$16M Sell
185,310
-8,870
-5% -$786K 0.34% 77
2017
Q4 		$17.3M Sell
194,180
-4,057
-2% -$353K 0.33% 78
2017
Q3 		$16.8M Buy
198,237
+3,307
+2% +$277K 0.35% 75
2017
Q2 		$16.4M Buy
+194,930
New +$16.2M 0.32% 82

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 $18.1B AUM 15% 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

MML Investors Services's IWS Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q1 2026, selling an estimated $1.43M and leaving 66,533 shares worth $9.7M. The position accounts for 0.03% of the portfolio, ranked #557.

MML Investors Services first reported a position in IWS in Q2 2017 and has held it in 36 quarters since. The position peaked at $17.3M in Q4 2017. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • MML Investors Services held 66,533 shares of iShares Russell Mid-Cap Value ETF worth $9.7M as of Q1 2026.
  • MML Investors Services sold 9,609 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.43M.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #557 holding.
  • MML Investors Services first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Russell Mid-Cap Value ETF position peaked at $17.3M in Q4 2017.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.