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Monarch Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Monarch Capital 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
2026
Q2 		$250K Buy
+1,520
New +$240K 0.06% 124

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Monarch Capital Management's IWS Position: Q2 2026 in Review

Monarch Capital Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,520 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #124 among its holdings.

488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Monarch Capital Management held 1,520 shares of iShares Russell Mid-Cap Value ETF worth $250K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Monarch Capital Management position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Monarch Capital Management's portfolio in Q2 2026, its #124 holding.
  • 488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.