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IWS icon

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

SignatureFD’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
2025
Q4 		– Sell
-670
Closed -$93.6K – 3474
2025
Q3 		$93.6K Hold
670
– – ﹤0.01% 1332
2025
Q2 		$88.5K Sell
670
-1,523
-69% -$191K ﹤0.01% 1297
2025
Q1 		$276K Buy
2,193
+711
+48% +$92.6K 0.01% 744
2024
Q4 		$192K Buy
1,482
+187
+14% +$25K ﹤0.01% 894
2024
Q3 		$171K Hold
1,295
– – ﹤0.01% 951
2024
Q2 		$156K Hold
1,295
– – ﹤0.01% 935
2024
Q1 		$162K Hold
1,295
– – ﹤0.01% 927
2023
Q4 		$151K Buy
1,295
+524
+68% +$55.8K ﹤0.01% 921
2023
Q3 		$80.4K Hold
771
– – ﹤0.01% 1171
2023
Q2 		$84.7K Hold
771
– – ﹤0.01% 1145
2023
Q1 		$81.9K Hold
771
– – ﹤0.01% 1137
2022
Q4 		$81.2K Sell
771
-298
-28% -$31.3K ﹤0.01% 1115
2022
Q3 		$103K Sell
1,069
-14
-1% -$1.5K ﹤0.01% 936
2022
Q2 		$110K Sell
1,083
-96
-8% -$10.7K ﹤0.01% 937
2022
Q1 		$141K Sell
1,179
-285
-19% -$33.6K ﹤0.01% 876
2021
Q4 		$179K Sell
1,464
-477
-25% -$56.9K 0.01% 766
2021
Q3 		$220K Buy
1,941
+118
+6% +$13.7K 0.01% 646
2021
Q2 		$210K Buy
1,823
+38
+2% +$4.36K 0.01% 652
2021
Q1 		$195K Buy
1,785
+249
+16% +$25.9K 0.01% 602
2020
Q4 		$149K Sell
1,536
-167
-10% -$15.1K 0.01% 631
2020
Q3 		$138K Buy
1,703
+487
+40% +$39.4K 0.01% 602
2020
Q2 		$93K Sell
1,216
-190
-14% -$13.8K 0.01% 717
2020
Q1 		$90K Sell
1,406
-769
-35% -$65.8K 0.01% 673
2019
Q4 		$206K Buy
2,175
+47
+2% +$4.29K 0.02% 458
2019
Q3 		$191K Buy
2,128
+931
+78% +$82.5K 0.02% 427
2019
Q2 		$107K Sell
1,197
-6
-0.5% -$527 0.01% 603
2019
Q1 		$104K Buy
1,203
+88
+8% +$7.42K 0.01% 613
2018
Q4 		$85K Buy
1,115
+511
+85% +$42.8K 0.01% 645
2018
Q3 		$55K Sell
604
-128
-17% -$11.6K 0.01% 844
2018
Q2 		$65K Sell
732
-2,604
-78% -$229K 0.01% 768
2018
Q1 		$288K Buy
+3,336
New +$296K 0.03% 248
2017
Q1 		– Sell
-3,838
Closed -$309K – 293
2016
Q4 		$309K Buy
3,838
+858
+29% +$66.8K 0.05% 155
2016
Q3 		$229K Buy
2,980
+465
+18% +$35.5K 0.03% 199
2016
Q2 		$187K Buy
2,515
+2,006
+394% +$145K 0.03% 188
2016
Q1 		$36K Sell
509
-1,912
-79% -$126K 0.01% 514
2015
Q4 		$166K Buy
2,421
+202
+9% +$14.2K 0.03% 168
2015
Q3 		$149K Buy
2,219
+2,069
+1,379% +$147K 0.03% 164
2015
Q2 		$11K Sell
150
-143
-49% -$10.8K ﹤0.01% 599
2015
Q1 		$22K Hold
293
– – 0.01% 412
2014
Q4 		$22K Buy
293
+143
+95% +$10.3K 0.01% 400
2014
Q3 		$11K Hold
150
– – ﹤0.01% 445
2014
Q2 		$11K Hold
150
– – ﹤0.01% 442
2014
Q1 		$10K Hold
150
– – ﹤0.01% 410
2013
Q4 		$10K Hold
150
– – ﹤0.01% 444
2013
Q3 		$9K Hold
150
– – ﹤0.01% 427
2013
Q2 		$9K Buy
+150
New +$8.69K ﹤0.01% 345

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SignatureFD's IWS Position: Q4 2025 in Review

SignatureFD sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 670 shares — an estimated $93.6K sold.

SignatureFD first reported a position in IWS in Q2 2013 and held it in 46 quarters. The position peaked at $309K in Q4 2016. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • SignatureFD reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 670 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $93.6K.
  • SignatureFD first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 46 quarters.
  • SignatureFD's iShares Russell Mid-Cap Value ETF position peaked at $309K in Q4 2016.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.