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

Natixis 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 		$37.8M Buy
259,124
+115,888
+81% +$17.2M 0.05% 339
2025
Q4 		$20.2M Buy
143,236
+4,946
+4% +$691K 0.03% 488
2025
Q3 		$19.3M Sell
138,290
-14,042
-9% -$1.92M 0.03% 496
2025
Q2 		$20.1M Sell
152,332
-155,006
-50% -$19.4M 0.03% 472
2025
Q1 		$38.7M Buy
307,338
+98,018
+47% +$12.8M 0.07% 278
2024
Q4 		$27.1M Buy
209,320
+69,941
+50% +$9.36M 0.05% 352
2024
Q3 		$18.4M Sell
139,379
-97,540
-41% -$12.3M 0.04% 455
2024
Q2 		$28.6M Buy
236,919
+214,618
+962% +$26.1M 0.06% 290
2024
Q1 		$2.79M Buy
22,301
+4,743
+27% +$559K 0.01% 943
2023
Q4 		$2.04M Sell
17,558
-11,188
-39% -$1.19M 0.01% 997
2023
Q3 		$3M Sell
28,746
-1,725
-6% -$190K 0.01% 854
2023
Q2 		$3.35M Sell
30,471
-1,087
-3% -$115K 0.01% 830
2023
Q1 		$3.35M Sell
31,558
-30,200
-49% -$3.29M 0.01% 809
2022
Q4 		$6.51M Buy
61,758
+45,887
+289% +$4.81M 0.02% 604
2022
Q3 		$1.52M Sell
15,871
-512
-3% -$54.7K 0.01% 981
2022
Q2 		$1.66M Sell
16,383
-2,777
-14% -$311K 0.01% 965
2022
Q1 		$2.29M Sell
19,160
-70,618
-79% -$8.31M 0.01% 924
2021
Q4 		$11M Buy
89,778
+8,533
+11% +$1.02M 0.04% 428
2021
Q3 		$9.2M Buy
81,245
+1,480
+2% +$171K 0.04% 450
2021
Q2 		$9.17M Buy
79,765
+8,163
+11% +$936K 0.04% 433
2021
Q1 		$7.83M Sell
71,602
-35,660
-33% -$3.71M 0.04% 450
2020
Q4 		$10.4M Buy
107,262
+4,685
+5% +$422K 0.06% 347
2020
Q3 		$8.29M Buy
102,577
+13,518
+15% +$1.09M 0.05% 376
2020
Q2 		$6.82M Sell
89,059
-30,256
-25% -$2.2M 0.05% 413
2020
Q1 		$7.65M Buy
119,315
+31,664
+36% +$2.71M 0.06% 331
2019
Q4 		$8.31M Sell
87,651
-6,862
-7% -$627K 0.06% 367
2019
Q3 		$8.48M Buy
94,513
+9,534
+11% +$845K 0.07% 321
2019
Q2 		$7.58M Buy
84,979
+10,528
+14% +$925K 0.06% 342
2019
Q1 		$6.47M Buy
74,451
+1,849
+3% +$156K 0.06% 366
2018
Q4 		$5.54M Sell
72,602
-6,321
-8% -$529K 0.05% 377
2018
Q3 		$7.12M Sell
78,923
-4,270
-5% -$386K 0.06% 350
2018
Q2 		$7.36M Buy
83,193
+41,633
+100% +$3.66M 0.07% 332
2018
Q1 		$3.59M Sell
41,560
-6,493
-14% -$576K 0.04% 560
2017
Q4 		$4.28M Sell
48,053
-18,135
-27% -$1.58M 0.04% 471
2017
Q3 		$5.62M Buy
66,188
+18,461
+39% +$1.55M 0.06% 394
2017
Q2 		$4.01M Buy
47,727
+5,915
+14% +$492K 0.04% 497
2017
Q1 		$3.47M Sell
41,812
-48,330
-54% -$3.99M 0.04% 554
2016
Q4 		$7.25M Buy
90,142
+63,905
+244% +$4.98M 0.09% 288
2016
Q3 		$2.01M Sell
26,237
-44,563
-63% -$3.4M 0.03% 646
2016
Q2 		$5.26M Buy
+70,800
New +$5.13M 0.07% 352
2014
Q3 		– Sell
-3,790
Closed -$275K – 1125
2014
Q2 		$275K Buy
3,790
+280
+8% +$19.5K ﹤0.01% 1182
2014
Q1 		$241K Buy
3,510
+91
+3% +$6.05K ﹤0.01% 1146
2013
Q4 		$225K Sell
3,419
-1,628
-32% -$104K ﹤0.01% 1094
2013
Q3 		$307K Sell
5,047
-22,657
-82% -$1.37M 0.01% 968
2013
Q2 		$1.6M Buy
+27,704
New +$1.61M 0.03% 586

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 $18.1B AUM 15% 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

Natixis Advisors's IWS Position: Q1 2026 in Review

Natixis Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 81% in Q1 2026, buying an estimated $17.2M and bringing the position to 259,124 shares worth $37.8M. The position accounts for 0.05% of the portfolio, ranked #339.

Natixis Advisors first reported a position in IWS in Q2 2013 and has held it in 45 quarters since. The position peaked at $38.7M in Q1 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Natixis Advisors held 259,124 shares of iShares Russell Mid-Cap Value ETF worth $37.8M as of Q1 2026.
  • Natixis Advisors bought 115,888 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $17.2M.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Natixis Advisors's portfolio in Q1 2026, its #339 holding.
  • Natixis Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 45 quarters since.
  • Natixis Advisors's iShares Russell Mid-Cap Value ETF position peaked at $38.7M in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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