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J. M. Brown & Associates Inc.’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

J. M. Brown & Associates Inc.’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 		$356K Buy
+2,163
New +$341K 0.2% 128

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J. M. Brown & Associates Inc.'s IWS Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 2,163 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #128 among its holdings.

335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • J. M. Brown & Associates Inc. held 2,163 shares of iShares Russell Mid-Cap Value ETF worth $356K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.2% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #128 holding.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.