Salomon & Ludwin’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Salomon & Ludwin’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	$6.59K	Hold	40	–	–	﹤0.01%	1744
2026 Q1	$5.9K	Hold	40	–	–	﹤0.01%	1718
2025 Q4	$5.77K	Hold	40	–	–	﹤0.01%	1725
2025 Q3	$5.64K	Hold	40	–	–	﹤0.01%	1671
2025 Q2	$5.38K	Hold	40	–	–	﹤0.01%	556
2025 Q1	$5.04K	Hold	40	–	–	﹤0.01%	518
2024 Q4	$5.17K	Hold	40	–	–	﹤0.01%	507
2024 Q3	$5.29K	Hold	40	–	–	﹤0.01%	520
2024 Q2	$4.83K	Hold	40	–	–	﹤0.01%	528
2024 Q1	$5.01K	Hold	40	–	–	﹤0.01%	636
2023 Q4	$4.17K	Hold	40	–	–	﹤0.01%	598
2023 Q3	$4.17K	Buy	+40	New	+$4.41K	﹤0.01%	596

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

Salomon & Ludwin's IWS Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 40 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Salomon & Ludwin first reported a position in IWS in Q3 2023 and has held it in 12 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Salomon & Ludwin held 40 shares of iShares Russell Mid-Cap Value ETF worth $6.59K as of Q2 2026.
Salomon & Ludwin left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1744 holding.
Salomon & Ludwin first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.