Ritholtz Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ritholtz Wealth 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	$296K	Sell	1,799 -273	-13%	-$43.1K	﹤0.01%	1061
2026 Q1	$302K	Buy	+2,072	New	+$308K	0.01%	970
2018 Q4	–	Sell	-4,050	Closed	-$366K	–	127
2018 Q3	$366K	Sell	4,050 -1,385	-25%	-$125K	0.09%	82
2018 Q2	$481K	Sell	5,435 -295	-5%	-$25.9K	0.13%	60
2018 Q1	$495K	Sell	5,730 -109,677	-95%	-$9.72M	0.14%	57
2017 Q4	$10.3M	Buy	115,407 +9,182	+9%	+$798K	3.05%	12
2017 Q3	$9.02M	Buy	106,225 +6,351	+6%	+$532K	3.38%	11
2017 Q2	$8.4M	Buy	+99,874	New	+$8.31M	3.53%	11
2016 Q4	$10M	Buy	+124,295	New	+$9.68M	5.12%	7

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

Ritholtz Wealth Management's IWS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q2 2026, selling an estimated $43.1K and leaving 1,799 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Ritholtz Wealth Management first reported a position in IWS in Q4 2016 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2017. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Ritholtz Wealth Management held 1,799 shares of iShares Russell Mid-Cap Value ETF worth $296K as of Q2 2026.
Ritholtz Wealth Management sold 273 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $43.1K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1061 holding.
Ritholtz Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 9 quarters since.
Ritholtz Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $10.3M in Q4 2017.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.