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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
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 $1.66T 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

Stratos Investment Management's IWS Position: Q1 2026 in Review

Stratos Investment Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 36,654 shares worth $5.34M. The stake represents 0.21% of the portfolio and ranks #92 among its holdings. This is a return to the name: Stratos Investment Management previously reported a position in IWS as recently as Q2 2021.

Stratos Investment Management first reported a position in IWS in Q2 2021 and has held it in 2 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Stratos Investment Management held 36,654 shares of iShares Russell Mid-Cap Value ETF worth $5.34M as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new Stratos Investment Management position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.21% of Stratos Investment Management's portfolio in Q1 2026, its #92 holding.
  • Stratos Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 2 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.