Quantinno Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Quantinno Capital Management’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	$4.91M	Buy	33,656 +4,947	+17%	+$734K	0.01%	1143
2025 Q4	$4.05M	Buy	28,709 +4,400	+18%	+$615K	0.01%	1109
2025 Q3	$3.4M	Buy	24,309 +18,077	+290%	+$2.47M	0.01%	1054
2025 Q2	$824K	Buy	6,232 +2,469	+66%	+$310K	﹤0.01%	1385
2025 Q1	$474K	Buy	+3,763	New	+$490K	﹤0.01%	1406
2024 Q4	–	Sell	-2,525	Closed	-$334K	–	1665
2024 Q3	$334K	Buy	+2,525	New	+$319K	﹤0.01%	1242

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Quantinno Capital Management's IWS Position: Q1 2026 in Review

Quantinno Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 17% in Q1 2026, buying an estimated $734K and bringing the position to 33,656 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #1143.

Quantinno Capital Management first reported a position in IWS in Q3 2024 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Quantinno Capital Management held 33,656 shares of iShares Russell Mid-Cap Value ETF worth $4.91M as of Q1 2026.
Quantinno Capital Management bought 4,947 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $734K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1143 holding.
Quantinno Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.