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

Vanguard 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
2025 Q4	$2.5M	Sell	17,735 -10	-0.1%	-$1.4K	﹤0.01%	3487
2025 Q3	$2.48M	Buy	17,745 +64	+0.4%	+$8.75K	﹤0.01%	3509
2025 Q2	$2.34M	Sell	17,681 -123	-0.7%	-$15.4K	﹤0.01%	3489
2025 Q1	$2.24M	Buy	17,804 +272	+2%	+$35.4K	﹤0.01%	3461
2024 Q4	$2.27M	Sell	17,532 -296	-2%	-$39.6K	﹤0.01%	3527
2024 Q3	$2.36M	Sell	17,828 -1,951	-10%	-$247K	﹤0.01%	3505
2024 Q2	$2.39M	Buy	19,779 +306	+2%	+$37.2K	﹤0.01%	3499
2024 Q1	$2.44M	Buy	19,473 +580	+3%	+$68.3K	﹤0.01%	3526
2023 Q4	$2.2M	Buy	18,893 +489	+3%	+$52.1K	﹤0.01%	3568
2023 Q3	$1.92M	Hold	18,404	–	–	﹤0.01%	3600
2023 Q2	$2.02M	Buy	+18,404	New	+$1.94M	﹤0.01%	3653

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vanguard Group's IWS Position: Q4 2025 in Review

Vanguard Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.06% in Q4 2025, selling an estimated $1.4K and leaving 17,735 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Vanguard Group first reported a position in IWS in Q2 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Vanguard Group held 17,735 shares of iShares Russell Mid-Cap Value ETF worth $2.5M as of Q4 2025.
Vanguard Group sold 10 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $1.4K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3487 holding.
Vanguard Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.