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Sittner & Nelson’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sittner & Nelson’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 		$3.29K Hold
20
– – ﹤0.01% 514
2026
Q1 		$2.92K Hold
20
– – ﹤0.01% 498
2025
Q4 		$3.04K Buy
+20
New +$2.8K ﹤0.01% 460

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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 $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sittner & Nelson's IWS Position: Q2 2026 in Review

Sittner & Nelson held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 20 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Sittner & Nelson first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Sittner & Nelson held 20 shares of iShares Russell Mid-Cap Value ETF worth $3.29K as of Q2 2026.
  • Sittner & Nelson 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 Sittner & Nelson's portfolio in Q2 2026, its #514 holding.
  • Sittner & Nelson first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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