Smartleaf Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Smartleaf Asset Management’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	$17.3K	Hold	105	–	–	﹤0.01%	2089
2026 Q1	$14.9K	Hold	105	–	–	﹤0.01%	2117
2025 Q4	$14.9K	Buy	+105	New	+$14.7K	﹤0.01%	2194
2025 Q2	–	Sell	-128	Closed	-$16K	–	2857
2025 Q1	$16K	Buy	+128	New	+$16.7K	﹤0.01%	1720

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

Smartleaf Asset Management's IWS Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 105 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Smartleaf Asset Management first reported a position in IWS in Q1 2025 and has held it in 4 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Smartleaf Asset Management held 105 shares of iShares Russell Mid-Cap Value ETF worth $17.3K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #2089 holding.
Smartleaf Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.