Mullaney, Keating & Wright’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mullaney, Keating & Wright’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	$6.55M	Sell	39,823 -495	-1%	-$78.1K	3.17%	6
2026 Q1	$5.88M	Sell	40,318 -643	-2%	-$95.4K	3.19%	7
2025 Q4	$5.78M	Sell	40,961 -1,274	-3%	-$178K	3.05%	7
2025 Q3	$5.9M	Sell	42,235 -290	-0.7%	-$39.6K	3.27%	7
2025 Q2	$5.62M	Sell	42,525 -789	-2%	-$99K	3.68%	6
2025 Q1	$5.46M	Sell	43,314 -547	-1%	-$71.2K	3.68%	7
2024 Q4	$5.67M	Sell	43,861 -5,824	-12%	-$780K	3.83%	6
2024 Q3	$6.57M	Buy	49,685 +1,313	+3%	+$166K	4.56%	5
2024 Q2	$5.84M	Buy	+48,372	New	+$5.88M	4.53%	6

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mullaney, Keating & Wright's IWS Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q2 2026, selling an estimated $78.1K and leaving 39,823 shares worth $6.55M. The position accounts for 3.17% of the portfolio, ranked #6.

Mullaney, Keating & Wright first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.57M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mullaney, Keating & Wright held 39,823 shares of iShares Russell Mid-Cap Value ETF worth $6.55M as of Q2 2026.
Mullaney, Keating & Wright sold 495 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $78.1K.
iShares Russell Mid-Cap Value ETF made up 3.17% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #6 holding.
Mullaney, Keating & Wright first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Mullaney, Keating & Wright's iShares Russell Mid-Cap Value ETF position peaked at $6.57M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.