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Stratos Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stratos Investment 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 		– Sell
-36,654
Closed -$5.34M – 396
2026
Q1 		$5.34M Buy
+36,654
New +$5.44M 0.21% 92
2021
Q3 		– Sell
-2,218
Closed -$255K – 233
2021
Q2 		$255K Buy
+2,218
New +$254K 0.07% 113

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 19.28% 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

Stratos Investment Management's IWS Position: Q2 2026 in Review

Stratos Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 36,654 shares — an estimated $5.34M sold.

Stratos Investment Management first reported a position in IWS in Q2 2021 and held it in 2 quarters. The position peaked at $5.34M in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Stratos Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Investment Management sold 36,654 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.34M.
  • Stratos Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Stratos Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $5.34M in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.