We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.86B +$836M +7,844,257 +96%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.49B -$147K -1,378 -0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$874M +$36.4M +341,582 +5%
Bank of America
4
Bank of America
North Carolina
$488M -$32.9M -308,610 -7%
Wells Fargo
5
Wells Fargo
California
$481M -$57.1M -535,804 -11%
US Bancorp
6
US Bancorp
Minnesota
$461M -$11.9M -111,907 -3%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$364M +$75.9M +712,662 +30%
CB
8
Commerce Bank
Missouri
$312M -$13.1M -122,560 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$290M +$33.3M +312,109 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$276M -$2.93M -27,481 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$246M -$4.93M -46,270 -2%
Betterment LLC
12
Betterment LLC
New York
$241M -$10.5M -98,556 -5%
FCBT
13
First Citizens Bank & Trust
North Carolina
$229M +$70.7M +663,605 +51%
UBS Group
14
UBS Group
Switzerland
$200M -$1.87M -17,589 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$182M -$13.2M -123,465 -7%
Victory Capital Management
16
Victory Capital Management
Texas
$165M +$2.82M +26,500 +2%
ZB
17
Zions Bancorporation
Utah
$148M -$3.42M -32,139 -2%
Ameriprise
18
Ameriprise
Minnesota
$141M -$27.1M -254,147 -17%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$104M +$1.57M +14,764 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$103M -$4.35M -40,819 -4%
LPL Financial
21
LPL Financial
California
$101M -$2.91M -27,282 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$95M +$17.2M +161,468 +25%
SI
23
Stephens Inc
Arkansas
$80.4M +$1.47M +13,814 +2%
SGAM
24
Stephens Group Asset Management
Arkansas
$78.5M +$2.92M +27,364 +4%
Truist Financial
25
Truist Financial
North Carolina
$70.3M -$2.73M -25,586 -4%