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

StoneX Group’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
Q1 		$247K Sell
1,696
-5,345
-76% -$793K 0.01% 649
2025
Q4 		$995K Sell
7,041
-609
-8% -$85.1K 0.04% 353
2025
Q3 		$1.07M Buy
7,650
+1,263
+20% +$173K 0.05% 337
2025
Q2 		$844K Buy
6,387
+681
+12% +$85.4K 0.04% 378
2025
Q1 		$719K Sell
5,706
-167
-3% -$21.7K 0.04% 368
2024
Q4 		$760K Buy
5,873
+2,576
+78% +$345K 0.04% 360
2024
Q3 		$436K Sell
3,297
-103
-3% -$13K 0.2% 148
2024
Q2 		$411K Buy
3,400
+1,586
+87% +$193K 0.19% 142
2024
Q1 		$227K Sell
1,814
-1,625
-47% -$191K 0.12% 254
2023
Q4 		$400K Sell
3,439
-10
-0.3% -$1.06K 0.21% 125
2023
Q3 		$362K Buy
3,449
+149
+5% +$16.4K 0.2% 143
2023
Q2 		$363K Sell
3,300
-127
-4% -$13.4K 0.2% 142
2023
Q1 		$364K Buy
3,427
+9
+0.3% +$982 0.22% 137
2022
Q4 		$360K Sell
3,418
-1,063
-24% -$111K 0.05% 270
2022
Q3 		$430K Sell
4,481
-1,192
-21% -$127K 0.08% 174
2022
Q2 		$576K Buy
5,673
+2,281
+67% +$255K 0.09% 158
2022
Q1 		$406K Buy
3,392
+6
+0.2% +$706 0.04% 353
2021
Q4 		$414K Buy
+3,386
New +$404K 0.05% 332

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

StoneX Group's IWS Position: Q1 2026 in Review

StoneX Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 76% in Q1 2026, selling an estimated $793K and leaving 1,696 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #649.

StoneX Group first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • StoneX Group held 1,696 shares of iShares Russell Mid-Cap Value ETF worth $247K as of Q1 2026.
  • StoneX Group sold 5,345 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $793K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #649 holding.
  • StoneX Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • StoneX Group's iShares Russell Mid-Cap Value ETF position peaked at $1.07M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.