Moloney Securities Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$249K	Sell	1,780 -17	-0.9%	-$2.32K	0.03%	399
2025 Q2	$237K	Buy	1,797 +17	+1%	+$2.13K	0.03%	414
2025 Q1	$224K	Buy	1,780 +78	+5%	+$10.2K	0.03%	412
2024 Q4	$220K	Hold	1,702	–	–	0.03%	400
2024 Q3	$225K	Buy	1,702 +20	+1%	+$2.53K	0.03%	419
2024 Q2	$203K	Hold	1,682	–	–	0.03%	423
2024 Q1	$211K	Buy	+1,682	New	+$198K	0.03%	404

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moloney Securities Asset Management's IWS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.95% in Q3 2025, selling an estimated $2.32K and leaving 1,780 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #399.

Moloney Securities Asset Management first reported a position in IWS in Q1 2024 and has held it in 7 quarters since. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Moloney Securities Asset Management held 1,780 shares of iShares Russell Mid-Cap Value ETF worth $249K as of Q3 2025.
Moloney Securities Asset Management sold 17 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $2.32K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #399 holding.
Moloney Securities Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.