Monograph Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Monograph Wealth Advisors’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	–	Sell	-1,745	Closed	-$246K	–	149
2025 Q4	$246K	Buy	+1,745	New	+$244K	0.02%	119
2025 Q3	–	Sell	-1,933	Closed	-$255K	–	144
2025 Q2	$255K	Buy	+1,933	New	+$242K	0.03%	114

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Monograph Wealth Advisors's IWS Position: Q1 2026 in Review

Monograph Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,745 shares — an estimated $246K sold.

Monograph Wealth Advisors first reported a position in IWS in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q2 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Monograph Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 1,745 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $246K.
Monograph Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and held it in 2 quarters.
Monograph Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $255K in Q2 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.