MS
IWS icon

Monetary Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Monetary Solutions’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 		$24.7K Hold
150
– – 0.02% 161
2026
Q1 		$21.9K Hold
150
– – 0.02% 161
2025
Q4 		$21.2K Buy
+150
New +$21K 0.02% 162

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monetary Solutions's IWS Position: Q2 2026 in Review

Monetary Solutions held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 150 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Monetary Solutions first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Monetary Solutions held 150 shares of iShares Russell Mid-Cap Value ETF worth $24.7K as of Q2 2026.
  • Monetary Solutions left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Monetary Solutions's portfolio in Q2 2026, its #161 holding.
  • Monetary Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.