Zacks Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Zacks Investment 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	$243K	Buy	1,473 +2	+0.1%	+$316	﹤0.01%	645
2026 Q1	$214K	Buy	+1,471	New	+$218K	﹤0.01%	661
2025 Q1	–	Sell	-4,072	Closed	-$527K	–	701
2024 Q4	$527K	Buy	4,072 +4	+0.1%	+$535	﹤0.01%	482
2024 Q3	$538K	Buy	+4,068	New	+$514K	﹤0.01%	483
2023 Q2	–	Sell	-2,550	Closed	-$271K	–	687
2023 Q1	$271K	Buy	2,550 +86	+3%	+$9.38K	﹤0.01%	541
2022 Q4	$260K	Buy	2,464 +37	+2%	+$3.88K	﹤0.01%	520
2022 Q3	$233K	Buy	+2,427	New	+$259K	﹤0.01%	516
2022 Q2	–	Sell	-2,429	Closed	-$291K	–	606
2022 Q1	$291K	Buy	2,429 +2	+0.1%	+$235	﹤0.01%	522
2021 Q4	$297K	Sell	2,427 -233	-9%	-$27.8K	﹤0.01%	538
2021 Q3	$301K	Buy	2,660 +233	+10%	+$27K	﹤0.01%	517
2021 Q2	$279K	Buy	+2,427	New	+$278K	﹤0.01%	529

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

Zacks Investment Management's IWS Position: Q2 2026 in Review

Zacks Investment Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.14% in Q2 2026, buying an estimated $316 and bringing the position to 1,473 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Zacks Investment Management first reported a position in IWS in Q2 2021 and has held it in 11 quarters since. The position peaked at $538K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Zacks Investment Management held 1,473 shares of iShares Russell Mid-Cap Value ETF worth $243K as of Q2 2026.
Zacks Investment Management bought 2 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #645 holding.
Zacks Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 11 quarters since.
Zacks Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $538K in Q3 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.