William Blair & Company
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William Blair & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

William Blair & Company’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 		$2.61M Buy
17,908
+50
+0.3% +$7.42K 0.01% 662
2025
Q4 		$2.52M Sell
17,858
-3,168
-15% -$443K 0.01% 688
2025
Q3 		$2.94M Sell
21,026
-3,373
-14% -$461K 0.01% 636
2025
Q2 		$3.22M Sell
24,399
-129
-0.5% -$16.2K 0.01% 609
2025
Q1 		$3.09M Sell
24,528
-396
-2% -$51.6K 0.01% 604
2024
Q4 		$3.22M Buy
24,924
+1,105
+5% +$148K 0.01% 600
2024
Q3 		$3.15M Buy
23,819
+142
+0.6% +$17.9K 0.01% 606
2024
Q2 		$2.86M Buy
23,677
+129
+0.5% +$15.7K 0.01% 606
2024
Q1 		$2.95M Sell
23,548
-3,827
-14% -$451K 0.01% 592
2023
Q4 		$3.18M Buy
27,375
+61
+0.2% +$6.5K 0.01% 564
2023
Q3 		$2.85M Sell
27,314
-622
-2% -$68.5K 0.01% 575
2023
Q2 		$3.07M Sell
27,936
-9,622
-26% -$1.01M 0.01% 561
2023
Q1 		$3.99M Sell
37,558
-3,286
-8% -$359K 0.02% 485
2022
Q4 		$4.3M Sell
40,844
-2,744
-6% -$288K 0.02% 458
2022
Q3 		$4.19M Buy
43,588
+18
+0% +$1.92K 0.02% 442
2022
Q2 		$4.42M Buy
43,570
+258
+0.6% +$28.8K 0.02% 439
2022
Q1 		$5.18M Sell
43,312
-410
-0.9% -$48.3K 0.02% 459
2021
Q4 		$5.35M Buy
43,722
+4,594
+12% +$548K 0.02% 465
2021
Q3 		$4.43M Buy
39,128
+5,111
+15% +$592K 0.02% 484
2021
Q2 		$3.91M Sell
34,017
-1,189
-3% -$136K 0.01% 519
2021
Q1 		$3.85M Sell
35,206
-28,321
-45% -$2.95M 0.01% 519
2020
Q4 		$6.16M Buy
63,527
+2,420
+4% +$218K 0.02% 395
2020
Q3 		$4.94M Sell
61,107
-4,046
-6% -$328K 0.02% 404
2020
Q2 		$4.99M Buy
65,153
+4,793
+8% +$349K 0.02% 380
2020
Q1 		$3.87M Sell
60,360
-9,119
-13% -$780K 0.02% 383
2019
Q4 		$6.58M Sell
69,479
-1,621
-2% -$148K 0.03% 335
2019
Q3 		$6.38M Buy
71,100
+286
+0.4% +$25.3K 0.04% 329
2019
Q2 		$6.31M Buy
70,814
+6,111
+9% +$537K 0.04% 334
2019
Q1 		$5.62M Buy
64,703
+11,500
+22% +$970K 0.03% 344
2018
Q4 		$4.06M Sell
53,203
-3,108
-6% -$260K 0.03% 373
2018
Q3 		$5.08M Buy
56,311
+1,864
+3% +$169K 0.03% 368
2018
Q2 		$4.82M Buy
54,447
+1,002
+2% +$88.1K 0.03% 362
2018
Q1 		$4.62M Sell
53,445
-854
-2% -$75.7K 0.03% 364
2017
Q4 		$4.84M Sell
54,299
-1,250
-2% -$109K 0.03% 364
2017
Q3 		$4.72M Sell
55,549
-1,925
-3% -$161K 0.04% 355
2017
Q2 		$4.83M Buy
57,474
+435
+0.8% +$36.2K 0.04% 350
2017
Q1 		$4.79M Buy
57,039
+729
+1% +$60.2K 0.04% 330
2016
Q4 		$4.53M Sell
56,310
-1,356
-2% -$106K 0.04% 324
2016
Q3 		$4.43M Sell
57,666
-1,537
-3% -$117K 0.04% 325
2016
Q2 		$4.4M Sell
59,203
-11,585
-16% -$840K 0.04% 304
2016
Q1 		$5.02M Sell
70,788
-3,022
-4% -$199K 0.05% 289
2015
Q4 		$5.07M Sell
73,810
-5,875
-7% -$413K 0.05% 293
2015
Q3 		$5.35M Sell
79,685
-3,612
-4% -$257K 0.05% 309
2015
Q2 		$6.14M Sell
83,297
-3,180
-4% -$240K 0.01% 1013
2015
Q1 		$6.51M Buy
86,477
+6,412
+8% +$478K 0.01% 959
2014
Q4 		$5.91M Sell
80,065
-3,959
-5% -$285K 0.01% 1005
2014
Q3 		$5.88M Sell
84,024
-1,605
-2% -$115K 0.01% 991
2014
Q2 		$6.22M Sell
85,629
-4,128
-5% -$288K 0.01% 959
2014
Q1 		$6.17M Sell
89,757
-908
-1% -$60.4K 0.01% 931
2013
Q4 		$5.96M Sell
90,665
-2,024
-2% -$129K 0.01% 905
2013
Q3 		$5.64M Sell
92,689
-2,230
-2% -$135K 0.01% 869
2013
Q2 		$5.5M Buy
+94,919
New +$5.5M 0.01% 862

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 $18.1B AUM 15% 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

William Blair & Company's IWS Position: Q1 2026 in Review

William Blair & Company increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.28% in Q1 2026, buying an estimated $7.42K and bringing the position to 17,908 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #662.

William Blair & Company first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.58M in Q4 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • William Blair & Company held 17,908 shares of iShares Russell Mid-Cap Value ETF worth $2.61M as of Q1 2026.
  • William Blair & Company bought 50 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.42K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #662 holding.
  • William Blair & Company first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares Russell Mid-Cap Value ETF position peaked at $6.58M in Q4 2019.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.