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

Wellington Management 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
Q1 		– Sell
-58,876
Closed -$8.3M – 1947
2025
Q4 		$8.3M Buy
+58,876
New +$8.23M ﹤0.01% 1294
2025
Q2 		– Sell
-175,806
Closed -$22.1M – 1998
2025
Q1 		$22.1M Buy
+175,806
New +$22.9M ﹤0.01% 924
2021
Q3 		– Sell
-43,980
Closed -$5.06M – 2206
2021
Q2 		$5.06M Buy
+43,980
New +$5.04M ﹤0.01% 1507

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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 $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wellington Management Group's IWS Position: Q1 2026 in Review

Wellington Management Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 58,876 shares — an estimated $8.3M sold.

Wellington Management Group first reported a position in IWS in Q2 2021 and held it in 3 quarters. The position peaked at $22.1M in Q1 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Wellington Management Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 58,876 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $8.3M.
  • Wellington Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and held it in 3 quarters.
  • Wellington Management Group's iShares Russell Mid-Cap Value ETF position peaked at $22.1M in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.