Montgomery Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Montgomery Financial 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 Q2	$6.52M	Buy	+39,630	New	+$6.25M	5.67%	5

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Montgomery Financial Services's IWS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 39,630 shares worth $6.52M. The stake represents 5.67% of the portfolio and ranks #5 among its holdings.

1,010 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Montgomery Financial Services held 39,630 shares of iShares Russell Mid-Cap Value ETF worth $6.52M as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 5.67% of Montgomery Financial Services's portfolio in Q2 2026, its #5 holding.
1,010 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.