Welch & Forbes’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Welch & Forbes’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	$207K	Buy	+1,257	New	+$198K	﹤0.01%	380
2025 Q1	–	Sell	-1,631	Closed	-$211K	–	379
2024 Q4	$211K	Buy	+1,631	New	+$218K	﹤0.01%	370
2022 Q1	–	Sell	-1,960	Closed	-$239K	–	405
2021 Q4	$239K	Sell	1,960 -50	-2%	-$5.97K	﹤0.01%	366
2021 Q3	$228K	Hold	2,010	–	–	﹤0.01%	375
2021 Q2	$231K	Hold	2,010	–	–	﹤0.01%	375
2021 Q1	$220K	Buy	+2,010	New	+$209K	﹤0.01%	372
2020 Q3	–	Sell	-2,658	Closed	-$203K	–	355
2020 Q2	$203K	Buy	+2,658	New	+$193K	﹤0.01%	340

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

Welch & Forbes's IWS Position: Q2 2026 in Review

Welch & Forbes opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,257 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in IWS as recently as Q4 2024.

Welch & Forbes first reported a position in IWS in Q2 2020 and has held it in 7 quarters since. The position peaked at $239K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Welch & Forbes held 1,257 shares of iShares Russell Mid-Cap Value ETF worth $207K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Welch & Forbes position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #380 holding.
Welch & Forbes first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 7 quarters since.
Welch & Forbes's iShares Russell Mid-Cap Value ETF position peaked at $239K in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.