ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Ownership and Insiders Activity
ISHARES RUSSELL MID-CAP VALU (IWS) is widely held by institutional investors, with 5 tracked firms reporting positions valued at approximately $3.07M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.49M in IWS holdings in its latest filing.
Institutional Holders
5
Total Reported Value
$3.07M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$1.49M
- Renaissance Technologies LLC$888,840
- Mairs & Power Growth Fund$348,079
- Ariel Appreciation Fund$188,467
- Matrix Private Capital Group$155,712
iws News
All news- Aldebaran Capital Q2 2026: Major Purchases in LKQ and EWJV, Reductions in Energy Stocks
Aug 20, 2026 · valut.ai
- Zions Bancorporation Investment Changes in 2Q2026
Aug 3, 2026 · valut.ai
- Svb Wealth Llc Portfolio Activity: Q2 2026 Changes Detailed
Jul 19, 2026 · valut.ai
- Lifewealth Investments LLC Activity in Q2 2026
Jul 18, 2026 · valut.ai
- Stephens Group Asset Management Q2 2026: Major ETF Purchases Observed
Jul 18, 2026 · valut.ai
- First Citizens Asset Management Portfolio Shifts in Q4 2026
Jul 17, 2026 · valut.ai
- Mullaney Keating Wright Inc Q2 2026 Portfolio Activity Report
Jul 17, 2026 · valut.ai
- LBJ Family Wealth Advisors Q2 Portfolio Activity Report
Jul 16, 2026 · valut.ai
Related IWS Institutional Insights:
- IWS Institutional Ownership & Insiders Activity
- IWS Institutional Ownership & 13F Activity
- IWS Top Institutional Shareholders
- IWS Institutional Buying Activity
- IWS Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWS Insider Trading & SEC Form 4 Activity
- IWS Articles
- Top Institutional Investor Stock Rankings