Winthrop Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Winthrop Capital Management’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	$23K	Hold	139	–	–	0.01%	206
2026 Q1	$20K	Hold	139	–	–	0.01%	214
2025 Q4	$20K	Hold	139	–	–	﹤0.01%	216
2025 Q3	$19K	Hold	139	–	–	﹤0.01%	201
2025 Q2	$18K	Hold	139	–	–	﹤0.01%	209
2025 Q1	$18K	Hold	139	–	–	0.01%	190
2024 Q4	$18K	Buy	+139	New	+$18.6K	﹤0.01%	204
2024 Q1	–	Sell	-139	Closed	-$16.2K	–	225
2023 Q4	$16.2K	Buy	+139	New	+$14.8K	0.01%	199

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

Winthrop Capital Management's IWS Position: Q2 2026 in Review

Winthrop Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 139 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #206.

Winthrop Capital Management first reported a position in IWS in Q4 2023 and has held it in 8 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Winthrop Capital Management held 139 shares of iShares Russell Mid-Cap Value ETF worth $23K as of Q2 2026.
Winthrop Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #206 holding.
Winthrop Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.