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MYCIO Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MYCIO Wealth Partners’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 		$890K Buy
6,105
+19
+0.3% +$2.82K 0.18% 29
2025
Q4 		$858K Buy
6,086
+28
+0.5% +$3.92K 0.18% 28
2025
Q3 		$846K Buy
6,058
+25
+0.4% +$3.42K 0.2% 27
2025
Q2 		$797K Buy
6,033
+23
+0.4% +$2.88K 0.18% 27
2025
Q1 		$757K Buy
6,010
+21
+0.4% +$2.73K 0.18% 27
2024
Q4 		$775K Buy
5,989
+27
+0.5% +$3.61K 0.19% 29
2024
Q3 		$788K Buy
5,962
+26
+0.4% +$3.29K 0.18% 30
2024
Q2 		$717K Buy
5,936
+20
+0.3% +$2.43K 0.18% 33
2024
Q1 		$742K Sell
5,916
-413
-7% -$48.6K 0.19% 31
2023
Q4 		$736K Buy
6,329
+32
+0.5% +$3.41K 0.21% 31
2023
Q3 		$657K Buy
6,297
+35
+0.6% +$3.86K 0.2% 33
2023
Q2 		$688K Buy
6,262
+23
+0.4% +$2.42K 0.22% 30
2023
Q1 		$663K Buy
6,239
+29
+0.5% +$3.16K 0.23% 31
2022
Q4 		$654K Buy
6,210
+72
+1% +$7.55K 0.21% 32
2022
Q3 		$590K Hold
6,138
– – 0.23% 26
2022
Q2 		$623K Buy
6,138
+24
+0.4% +$2.68K 0.23% 25
2022
Q1 		$732K Buy
6,114
+23
+0.4% +$2.71K 0.23% 29
2021
Q4 		$745K Buy
6,091
+53
+0.9% +$6.33K 0.25% 25
2021
Q3 		$684K Hold
6,038
– – 0.25% 24
2021
Q2 		$694K Buy
6,038
+37
+0.6% +$4.24K 0.28% 22
2021
Q1 		$656K Hold
6,001
– – 0.29% 22
2020
Q4 		$582K Buy
6,001
+28
+0.5% +$2.52K 0.32% 21
2020
Q3 		$483K Sell
5,973
-232
-4% -$18.8K 0.33% 17
2020
Q2 		$475K Buy
6,205
+84
+1% +$6.11K 0.33% 17
2020
Q1 		$392K Sell
6,121
-85,466
-93% -$7.31M 0.26% 16
2019
Q4 		$8.68M Sell
91,587
-711
-0.8% -$65K 0.56% 27
2019
Q3 		$8.28M Buy
92,298
+345
+0.4% +$30.6K 0.61% 27
2019
Q2 		$8.2M Buy
91,953
+201
+0.2% +$17.7K 0.64% 27
2019
Q1 		$7.97M Sell
91,752
-483
-0.5% -$40.7K 0.66% 24
2018
Q4 		$7.04M Buy
92,235
+75,371
+447% +$6.31M 0.65% 26
2018
Q3 		$1.52M Buy
16,864
+1,130
+7% +$102K 0.15% 65
2018
Q2 		$1.39M Buy
15,734
+380
+2% +$33.4K 0.14% 69
2018
Q1 		$1.33M Sell
15,354
-67
-0.4% -$5.94K 0.15% 63
2017
Q4 		$1.38M Buy
15,421
+344
+2% +$29.9K 0.15% 61
2017
Q3 		$1.28M Buy
15,077
+609
+4% +$51K 0.15% 67
2017
Q2 		$1.22M Buy
14,468
+637
+5% +$53K 0.14% 66
2017
Q1 		$1.15M Buy
13,831
+50
+0.4% +$4.13K 0.14% 71
2016
Q4 		$1.11M Buy
13,781
+3,362
+32% +$262K 0.15% 65
2016
Q3 		$800K Buy
10,419
+47
+0.5% +$3.58K 0.13% 72
2016
Q2 		$771K Hold
10,372
– – 0.13% 74
2016
Q1 		$736K Sell
10,372
-6,289
-38% -$415K 0.13% 71
2015
Q4 		$1.14M Buy
16,661
+16,306
+4,593% +$1.15M 0.2% 51
2015
Q3 		$24K Buy
+355
New +$25.2K ﹤0.01% 411
2015
Q1 		– Sell
-280
Closed -$21K – 679
2014
Q4 		$21K Hold
280
– – ﹤0.01% 386
2014
Q3 		$20K Hold
280
– – ﹤0.01% 372
2014
Q2 		$20K Hold
280
– – ﹤0.01% 387
2014
Q1 		$19K Hold
280
– – ﹤0.01% 389
2013
Q4 		$18K Hold
280
– – ﹤0.01% 380
2013
Q3 		$17K Hold
280
– – ﹤0.01% 345
2013
Q2 		$16K Buy
+280
New +$16.2K ﹤0.01% 361

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

MYCIO Wealth Partners's IWS Position: Q1 2026 in Review

MYCIO Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.31% in Q1 2026, buying an estimated $2.82K and bringing the position to 6,105 shares worth $890K. The position accounts for 0.18% of the portfolio, ranked #29.

MYCIO Wealth Partners first reported a position in IWS in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.68M in Q4 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • MYCIO Wealth Partners held 6,105 shares of iShares Russell Mid-Cap Value ETF worth $890K as of Q1 2026.
  • MYCIO Wealth Partners bought 19 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $2.82K.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of MYCIO Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • MYCIO Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 50 quarters since.
  • MYCIO Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $8.68M in Q4 2019.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.