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 Q2	$5.93M	Buy	36,033 +2,377	+7%	+$375K	0.01%	1197
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 $1.89T 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

Quantinno Capital Management's IWS Position: Q2 2026 in Review

Quantinno Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.1% in Q2 2026, buying an estimated $375K and bringing the position to 36,033 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #1197.

Quantinno Capital Management first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Quantinno Capital Management held 36,033 shares of iShares Russell Mid-Cap Value ETF worth $5.93M as of Q2 2026.
Quantinno Capital Management bought 2,377 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $375K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1197 holding.
Quantinno Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.