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

Reinhart 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	–	Sell	-4,055	Closed	-$572K	–	74
2025 Q4	$572K	Buy	+4,055	New	+$567K	0.02%	73
2025 Q1	–	Sell	-245,513	Closed	-$3.17M	–	81
2024 Q4	$3.17M	Buy	+245,513	New	+$32.9M	0.12%	75
2024 Q1	–	Sell	-9,225	Closed	-$1.07M	–	82
2023 Q4	$1.07M	Buy	+9,225	New	+$983K	0.05%	74
2023 Q1	–	Sell	-17,788	Closed	-$1.87M	–	79
2022 Q4	$1.87M	Buy	+17,788	New	+$1.87M	0.1%	77
2021 Q1	–	Sell	-53,143	Closed	-$540K	–	83
2020 Q4	$540K	Buy	+53,143	New	+$4.79M	0.03%	78
2020 Q1	–	Sell	-34,312	Closed	-$3.25M	–	80
2019 Q4	$3.25M	Buy	+34,312	New	+$3.13M	0.24%	73
2019 Q1	–	Sell	-210,740	Closed	-$16.1M	–	76
2018 Q4	$16.1M	Buy	+210,740	New	+$17.6M	1.72%	30
2018 Q1	–	Sell	-45,515	Closed	-$4.06M	–	102
2017 Q4	$4.06M	Buy	45,515 +37,115	+442%	+$3.23M	0.4%	44
2017 Q3	$713K	Buy	+8,400	New	+$704K	0.08%	71
2017 Q1	–	Sell	-29,850	Closed	-$2.4M	–	112
2016 Q4	$2.4M	Buy	+29,850	New	+$2.33M	0.22%	56
2016 Q1	–	Sell	-55,560	Closed	-$3.81M	–	107
2015 Q4	$3.81M	Buy	+55,560	New	+$3.9M	0.41%	45
2015 Q1	–	Sell	-18,055	Closed	-$1.33M	–	198
2014 Q4	$1.33M	Buy	+18,055	New	+$1.3M	0.1%	126

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Reinhart Partners's IWS Position: Q1 2026 in Review

Reinhart Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 4,055 shares — an estimated $572K sold.

Reinhart Partners first reported a position in IWS in Q4 2014 and held it in 12 quarters. The position peaked at $16.1M in Q4 2018. 994 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Reinhart Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Reinhart Partners sold 4,055 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $572K.
Reinhart Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and held it in 12 quarters.
Reinhart Partners's iShares Russell Mid-Cap Value ETF position peaked at $16.1M in Q4 2018.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Reinhart Partners's 13F filing for Q1 2026, filed 13 Apr 2026.