Shufro Rose & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Shufro Rose & 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 Q3	–	Sell	-1,283	Closed	-$211K	–	226
2026 Q2	$211K	Buy	+1,283	New	+$202K	0.01%	284
2024 Q4	–	Sell	-3,043	Closed	-$367K	–	315
2024 Q3	$367K	Hold	3,043	–	–	0.03%	212
2024 Q2	$367K	Buy	3,043 +60	+2%	+$7.29K	0.03%	212
2024 Q1	$374K	Buy	2,983 +167	+6%	+$19.7K	0.03%	209
2023 Q4	$294K	Hold	2,816	–	–	0.03%	220
2023 Q3	$294K	Hold	2,816	–	–	0.03%	218
2023 Q2	$309K	Buy	2,816 +126	+5%	+$13.3K	0.03%	222
2023 Q1	$286K	Buy	2,690 +507	+23%	+$55.3K	0.03%	234
2022 Q4	$230K	Buy	+2,183	New	+$229K	0.02%	275
2022 Q2	–	Sell	-1,827	Closed	-$219K	–	339
2022 Q1	$219K	Buy	+1,827	New	+$215K	0.02%	276
2019 Q4	–	Sell	-1,267	Closed	-$114K	–	334
2019 Q3	$114K	Buy	+1,267	New	+$112K	0.01%	295

Other funds holding IWS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shufro Rose & Co's IWS Position: Q3 2026 in Review

Shufro Rose & Co sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 1,283 shares — an estimated $211K sold.

Shufro Rose & Co first reported a position in IWS in Q3 2019 and held it in 11 quarters. The position peaked at $374K in Q1 2024. 921 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Shufro Rose & Co reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Shufro Rose & Co sold 1,283 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $211K.
Shufro Rose & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and held it in 11 quarters.
Shufro Rose & Co's iShares Russell Mid-Cap Value ETF position peaked at $374K in Q1 2024.
921 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.