Who owns Ishares Russell Mid-Cap Valu (IWS)?
10 US mutual funds and ETFs from 6 fund families reported a position in IWS for the quarter ending 2026-06-30. Against their own report a quarter earlier, 3 raised shares, 1 opened a new position, 5 cut and 1 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Aristotle Fund Series Trust | 5 | 94.2% |
| Advisors Preferred Trust | 1 | 4.4% |
| Northern Lights Fund Trust | 1 | 0.6% |
| New Age Alpha Variable Funds Trust | 1 | 0.5% |
| New Age Alpha Funds Trust | 1 | 0.2% |
| Upright Investments Trust | 1 | 0.0% |
Tracked managers holding IWS
None of the managers Prior Moves tracks on 13F reports IWS in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about IWS. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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