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

MOTCO’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 Q3	$14K	Hold	87	–	–	﹤0.01%	459
2026 Q2	$14.3K	Hold	87	–	–	﹤0.01%	411
2026 Q1	$12.7K	Hold	87	–	–	﹤0.01%	438
2025 Q4	$12.3K	Hold	87	–	–	﹤0.01%	448
2025 Q3	$12.2K	Hold	87	–	–	﹤0.01%	454
2025 Q2	$11.7K	Hold	87	–	–	﹤0.01%	420
2025 Q1	$11K	Hold	87	–	–	﹤0.01%	425
2024 Q4	$11.3K	Hold	87	–	–	﹤0.01%	392
2024 Q3	$11.5K	Buy	+87	New	+$11K	﹤0.01%	460

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MOTCO's IWS Position: Q3 2026 in Review

MOTCO held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 87 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

MOTCO first reported a position in IWS in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.3K in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

MOTCO held 87 shares of iShares Russell Mid-Cap Value ETF worth $14K as of Q3 2026.
MOTCO left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #459 holding.
MOTCO first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
MOTCO's iShares Russell Mid-Cap Value ETF position peaked at $14.3K in Q2 2026.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.