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

Robertson Stephens 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	$727K	Buy	4,415 +7	+0.2%	+$1.1K	0.02%	382
2026 Q1	$642K	Sell	4,408 -127	-3%	-$18.9K	0.02%	382
2025 Q4	$640K	Buy	4,535 +29	+0.6%	+$4.05K	0.02%	381
2025 Q3	$629K	Buy	4,506 +6	+0.1%	+$820	0.02%	321
2025 Q2	$595K	Buy	4,500 +7	+0.2%	+$878	0.02%	341
2025 Q1	$566K	Buy	4,493 +6	+0.1%	+$781	0.02%	351
2024 Q4	$580K	Buy	4,487 +644	+17%	+$86.2K	0.02%	338
2024 Q3	$508K	Sell	3,843 -655	-15%	-$82.8K	0.02%	410
2024 Q2	$543K	Buy	4,498 +568	+14%	+$69K	0.03%	322
2024 Q1	$493K	Buy	3,930 +1,716	+78%	+$202K	0.03%	343
2023 Q4	$258K	Hold	2,214	–	–	0.02%	404
2023 Q3	$232K	Sell	2,214 -500	-18%	-$55.1K	0.02%	406
2023 Q2	$298K	Sell	2,714 -4,875	-64%	-$514K	0.02%	356
2023 Q1	$806K	Sell	7,589 -1,000	-12%	-$109K	0.06%	223
2022 Q4	$905K	Sell	8,589 -2,271	-21%	-$238K	0.09%	188
2022 Q3	$1.04M	Sell	10,860 -2,409	-18%	-$257K	0.11%	151
2022 Q2	$1.35M	Sell	13,269 -2,069	-13%	-$231K	0.13%	132
2022 Q1	$1.83M	Sell	15,338 -1,213	-7%	-$143K	0.15%	118
2021 Q4	$2.02M	Buy	+16,551	New	+$1.98M	0.17%	111

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

Robertson Stephens Wealth Management's IWS Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.16% in Q2 2026, buying an estimated $1.1K and bringing the position to 4,415 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #382.

Robertson Stephens Wealth Management first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Robertson Stephens Wealth Management held 4,415 shares of iShares Russell Mid-Cap Value ETF worth $727K as of Q2 2026.
Robertson Stephens Wealth Management bought 7 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.1K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #382 holding.
Robertson Stephens Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Robertson Stephens Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $2.02M in Q4 2021.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.