Romano Brothers & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Romano Brothers & Co’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	$797K	Sell	5,466 -60	-1%	-$8.91K	0.09%	188
2025 Q4	$779K	Sell	5,526 -195	-3%	-$27.3K	0.09%	190
2025 Q3	$799K	Buy	5,721 +52	+0.9%	+$7.11K	0.09%	186
2025 Q2	$749K	Buy	5,669 +1	+0%	+$125	0.09%	187
2025 Q1	$714K	Sell	5,668 -50	-0.9%	-$6.51K	0.09%	182
2024 Q4	$740K	Hold	5,718	–	–	0.09%	183
2024 Q3	$756K	Sell	5,718 -49	-0.8%	-$6.19K	0.09%	182
2024 Q2	$696K	Sell	5,767 -194	-3%	-$23.6K	0.1%	177
2024 Q1	$747K	Sell	5,961 -125	-2%	-$14.7K	0.1%	174
2023 Q4	$708K	Sell	6,086 -196	-3%	-$20.9K	0.11%	168
2023 Q3	$655K	Sell	6,282 -2	-0%	-$220	0.1%	173
2023 Q2	$690K	Buy	6,284 +1	+0%	+$105	0.1%	171
2023 Q1	$667K	Sell	6,283 -62	-1%	-$6.76K	0.1%	179
2022 Q4	$668K	Sell	6,345 -89	-1%	-$9.33K	0.1%	172
2022 Q3	$618K	Buy	+6,434	New	+$687K	0.1%	174

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 $18.1B AUM 15% 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

Romano Brothers & Co's IWS Position: Q1 2026 in Review

Romano Brothers & Co reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q1 2026, selling an estimated $8.91K and leaving 5,466 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #188.

Romano Brothers & Co first reported a position in IWS in Q3 2022 and has held it in 15 quarters since. The position peaked at $799K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Romano Brothers & Co held 5,466 shares of iShares Russell Mid-Cap Value ETF worth $797K as of Q1 2026.
Romano Brothers & Co sold 60 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $8.91K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Romano Brothers & Co's portfolio in Q1 2026, its #188 holding.
Romano Brothers & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
Romano Brothers & Co's iShares Russell Mid-Cap Value ETF position peaked at $799K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.