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Vise Technologies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vise Technologies’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 		$1.27M Buy
7,730
+2,707
+54% +$427K 0.01% 690
2026
Q1 		$709K Hold
5,023
– – 0.01% 708
2025
Q4 		$709K Buy
5,023
+1,508
+43% +$211K 0.01% 713
2025
Q3 		$491K Buy
+3,515
New +$480K 0.02% 676

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 19.28% 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

Vise Technologies's IWS Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 54% in Q2 2026, buying an estimated $427K and bringing the position to 7,730 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #690.

Vise Technologies first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Vise Technologies held 7,730 shares of iShares Russell Mid-Cap Value ETF worth $1.27M as of Q2 2026.
  • Vise Technologies bought 2,707 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $427K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #690 holding.
  • Vise Technologies first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.