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 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 $1.89T 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

Shufro Rose & Co's IWS Position: Q2 2026 in Review

Shufro Rose & Co opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,283 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Shufro Rose & Co previously reported a position in IWS as recently as Q3 2024.

Shufro Rose & Co first reported a position in IWS in Q3 2019 and has held it in 11 quarters since. The position peaked at $374K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Shufro Rose & Co held 1,283 shares of iShares Russell Mid-Cap Value ETF worth $211K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Shufro Rose & Co position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #284 holding.
Shufro Rose & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and has held it in 11 quarters since.
Shufro Rose & Co's iShares Russell Mid-Cap Value ETF position peaked at $374K in Q1 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.