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TCV Trust & Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

TCV Trust & Wealth 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 		$236K Sell
1,434
-15
-1% -$2.37K 0.02% 207
2026
Q1 		$211K Hold
1,449
– – 0.02% 208
2025
Q4 		$204K Hold
1,449
– – 0.02% 223
2025
Q3 		$202K Buy
+1,449
New +$198K 0.02% 221

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

TCV Trust & Wealth Management's IWS Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1% in Q2 2026, selling an estimated $2.37K and leaving 1,434 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #207.

TCV Trust & Wealth Management first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • TCV Trust & Wealth Management held 1,434 shares of iShares Russell Mid-Cap Value ETF worth $236K as of Q2 2026.
  • TCV Trust & Wealth Management sold 15 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.37K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #207 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 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 TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.