R.H. Investment Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

R.H. Investment Group’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	$408K	Buy	+2,688	New	+$399K	0.31%	34

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

R.H. Investment Group's IWS Position: Q1 2026 in Review

R.H. Investment Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 2,688 shares worth $408K. The stake represents 0.31% of the portfolio and ranks #34 among its holdings.

990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

R.H. Investment Group held 2,688 shares of iShares Russell Mid-Cap Value ETF worth $408K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new R.H. Investment Group position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.31% of R.H. Investment Group's portfolio in Q1 2026, its #34 holding.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.