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Savant Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Savant Capital’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 		$11.8M Sell
80,966
-258
-0.3% -$38.3K 0.06% 169
2025
Q4 		$11.5M Buy
81,224
+3,691
+5% +$516K 0.07% 156
2025
Q3 		$10.8M Buy
77,533
+1,424
+2% +$195K 0.07% 157
2025
Q2 		$10.1M Buy
76,109
+245
+0.3% +$30.7K 0.07% 152
2025
Q1 		$9.56M Sell
75,864
-2,386
-3% -$311K 0.08% 144
2024
Q4 		$10.1M Sell
78,250
-10,201
-12% -$1.37M 0.08% 157
2024
Q3 		$11.7M Buy
88,451
+22,275
+34% +$2.81M 0.1% 136
2024
Q2 		$7.99M Sell
66,176
-1,586
-2% -$193K 0.08% 159
2024
Q1 		$8.49M Buy
67,762
+132
+0.2% +$15.5K 0.1% 139
2023
Q4 		$7.86M Sell
67,630
-1,750
-3% -$186K 0.1% 138
2023
Q3 		$7.24M Sell
69,380
-2,560
-4% -$282K 0.11% 137
2023
Q2 		$7.9M Sell
71,940
-112
-0.2% -$11.8K 0.12% 125
2023
Q1 		$7.65M Buy
72,052
+435
+0.6% +$47.5K 0.14% 109
2022
Q4 		$7.48M Sell
71,617
-23,611
-25% -$2.48M 0.18% 70
2022
Q3 		$9.15M Sell
95,228
-6,268
-6% -$670K 0.28% 53
2022
Q2 		$10.3M Buy
101,496
+1,931
+2% +$216K 0.31% 51
2022
Q1 		$11.9M Sell
99,565
-372
-0.4% -$43.8K 0.39% 44
2021
Q4 		$12.2M Buy
99,937
+85,995
+617% +$10.3M 0.4% 43
2021
Q3 		$1.58M Buy
13,942
+10,145
+267% +$1.17M 0.06% 170
2021
Q2 		$437K Hold
3,797
– – 0.02% 333
2021
Q1 		$415K Buy
3,797
+487
+15% +$50.7K 0.02% 311
2020
Q4 		$321K Buy
+3,310
New +$298K 0.02% 342

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Savant Capital's IWS Position: Q1 2026 in Review

Savant Capital reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.32% in Q1 2026, selling an estimated $38.3K and leaving 80,966 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #169.

Savant Capital first reported a position in IWS in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.2M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Savant Capital held 80,966 shares of iShares Russell Mid-Cap Value ETF worth $11.8M as of Q1 2026.
  • Savant Capital sold 258 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $38.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Savant Capital's portfolio in Q1 2026, its #169 holding.
  • Savant Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Savant Capital's iShares Russell Mid-Cap Value ETF position peaked at $12.2M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.