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

TCW 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	$1.22M	Sell	7,425 -5,920	-44%	-$934K	0.01%	350
2026 Q1	$1.94M	Buy	13,345 +2,784	+26%	+$413K	0.01%	287
2025 Q4	$1.49M	Buy	+10,561	New	+$1.48M	0.01%	311
2019 Q1	–	Sell	-36,680	Closed	-$2.8M	–	329
2018 Q4	$2.8M	Buy	+36,680	New	+$3.07M	0.03%	199

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCW Group's IWS Position: Q2 2026 in Review

TCW Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 44% in Q2 2026, selling an estimated $934K and leaving 7,425 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #350.

TCW Group first reported a position in IWS in Q4 2018 and has held it in 4 quarters since. The position peaked at $2.8M in Q4 2018. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

TCW Group held 7,425 shares of iShares Russell Mid-Cap Value ETF worth $1.22M as of Q2 2026.
TCW Group sold 5,920 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $934K.
iShares Russell Mid-Cap Value ETF made up 0.01% of TCW Group's portfolio in Q2 2026, its #350 holding.
TCW Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 4 quarters since.
TCW Group's iShares Russell Mid-Cap Value ETF position peaked at $2.8M in Q4 2018.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.