Renaissance Technologies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Renaissance Technologies’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	$889K	Buy	+5,400	New	+$852K	﹤0.01%	2362
2025 Q4	–	Sell	-9,800	Closed	-$1.37M	–	3498
2025 Q3	$1.37M	Sell	9,800 -8,300	-46%	-$1.13M	﹤0.01%	2318
2025 Q2	$2.39M	Buy	+18,100	New	+$2.27M	﹤0.01%	2004
2025 Q1	–	Sell	-11,900	Closed	-$1.54M	–	3658
2024 Q4	$1.54M	Buy	+11,900	New	+$1.59M	﹤0.01%	2220
2024 Q2	–	Sell	-16,400	Closed	-$2.06M	–	3736
2024 Q1	$2.06M	Buy	+16,400	New	+$1.93M	﹤0.01%	2016
2023 Q1	–	Sell	-10,200	Closed	-$1.07M	–	4193
2022 Q4	$1.07M	Buy	10,200 +7,300	+252%	+$766K	﹤0.01%	2488
2022 Q3	$279K	Hold	2,900	–	–	﹤0.01%	3246
2022 Q2	$295K	Buy	+2,900	New	+$324K	﹤0.01%	3463
2022 Q1	–	Sell	-13,603	Closed	-$1.67M	–	4270
2021 Q4	$1.67M	Buy	13,603 +3,803	+39%	+$454K	﹤0.01%	2284
2021 Q3	$1.11M	Buy	+9,800	New	+$1.13M	﹤0.01%	2490
2021 Q1	–	Sell	-2,400	Closed	-$233K	–	3512
2020 Q4	$233K	Sell	2,400 -4,700	-66%	-$424K	﹤0.01%	3097
2020 Q3	$574K	Sell	7,100 -1,100	-13%	-$89K	﹤0.01%	2767
2020 Q2	$628K	Buy	8,200 +2,700	+49%	+$197K	﹤0.01%	2782
2020 Q1	$352K	Buy	+5,500	New	+$470K	﹤0.01%	2911
2019 Q4	–	Sell	-7,200	Closed	-$646K	–	3623
2019 Q3	$646K	Sell	7,200 -3,518	-33%	-$312K	﹤0.01%	2771
2019 Q2	$955K	Buy	10,718 +6,900	+181%	+$606K	﹤0.01%	2702
2019 Q1	$332K	Sell	3,818 -15,400	-80%	-$1.3M	﹤0.01%	3060
2018 Q4	$1.47M	Buy	+19,218	New	+$1.61M	﹤0.01%	2391
2018 Q3	–	Sell	-12,018	Closed	-$1.06M	–	3448
2018 Q2	$1.06M	Buy	12,018 +1,600	+15%	+$141K	﹤0.01%	2573
2018 Q1	$900K	Buy	+10,418	New	+$924K	﹤0.01%	2695

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

Renaissance Technologies's IWS Position: Q2 2026 in Review

Renaissance Technologies opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 5,400 shares worth $889K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings. This is a return to the name: Renaissance Technologies previously reported a position in IWS as recently as Q3 2025.

Renaissance Technologies first reported a position in IWS in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.39M in Q2 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Renaissance Technologies held 5,400 shares of iShares Russell Mid-Cap Value ETF worth $889K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Renaissance Technologies position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Renaissance Technologies's portfolio in Q2 2026, its #2362 holding.
Renaissance Technologies first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 20 quarters since.
Renaissance Technologies's iShares Russell Mid-Cap Value ETF position peaked at $2.39M in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.