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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
Q2 		– Sell
-1,696
Closed -$247K – 1514
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 0.03% 389
2024
Q2 		$411K Buy
3,400
+1,586
+87% +$193K 0.03% 383
2024
Q1 		$227K Sell
1,814
-1,625
-47% -$191K 0.02% 500
2023
Q4 		$400K Sell
3,439
-10
-0.3% -$1.06K 0.04% 342
2023
Q3 		$362K Buy
3,449
+149
+5% +$16.4K 0.04% 359
2023
Q2 		$363K Sell
3,300
-127
-4% -$13.4K 0.04% 359
2023
Q1 		$364K Buy
3,427
+9
+0.3% +$982 0.04% 360
2022
Q4 		$360K Sell
3,418
-1,063
-24% -$111K 0.04% 351
2022
Q3 		$430K Sell
4,481
-1,192
-21% -$127K 0.06% 295
2022
Q2 		$576K Buy
5,673
+2,281
+67% +$255K 0.07% 261
2022
Q1 		$406K Buy
3,392
+6
+0.2% +$706 0.03% 401
2021
Q4 		$414K Buy
+3,386
New +$404K 0.05% 332

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

StoneX Group's IWS Position: Q2 2026 in Review

StoneX Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,696 shares — an estimated $247K sold.

StoneX Group first reported a position in IWS in Q4 2021 and held it in 18 quarters. The position peaked at $1.07M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • StoneX Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • StoneX Group sold 1,696 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $247K.
  • StoneX Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 18 quarters.
  • StoneX Group's iShares Russell Mid-Cap Value ETF position peaked at $1.07M in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.