Who Owns iShares Russell Mid-cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell Mid-cap Value ETF.
Who crossed 5% of IWS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLCRUS MDCP VAL ETF681K shtrimmed | $109.5M |
| RTD Financial Advisors, Inc.RUS MDCP VAL ETF141.8K shtrimmed | $22.8M |
| MFA WEALTH ADVISORS, LLCRUS MDCP VAL ETF58.6K shadded | $9.4M |
| INSPIRION WEALTH ADVISORS, LLCRUS MDCP VAL ETF52.8K shtrimmed | $8.5M |
| Farther Finance Advisors, LLCETF48.1K shadded | $7.7M |
| Councilor Wealth, LLCRUS MDCP VAL ETF34.1K shtrimmed | $5.5M |
| Whitaker-Myers Wealth Managers, LTD.RUS MDCP VAL ETF33.8K shtrimmed | $5.4M |
| LWM ADVISORS INCRUS MDCP VAL ETF31.5K shadded | $5.1M |
| Friday FinancialRUS MDCP VAL ETF22.9K shadded | $3.7M |
| Atlas Brown,Inc.ETF20K shtrimmed | $3.2M |
| SACKS & ASSOCIATES, LLCRUS MDCP VAL ETF6.3K shtrimmed | $1M |
| Asempa Wealth AdvisorsRUS MDCP VAL ETF6K shtrimmed | $971.5K |
| Prosperity Planning, Inc.RUS MDCP VAL ETF6K shtrimmed | $960.6K |
| ROCKLAND TRUST CORUS MDCP VAL ETF5.5K shadded | $891.9K |
| Valeo Financial Advisors, LLCETF5K shtrimmed | $809.6K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom5K shadded | $796.3K |
| City Center Advisors, LLCRUS MDCP VAL ETF4.9K shtrimmed | $783.9K |
| Avidian Wealth Enterprises, LLCRUS MDCP VAL ETF4.1K sh— | $663.7K |
| Apella Capital, LLCRUS MDCP VAL ETF4K shadded | $655.8K |
| FINANCIAL MANAGEMENT NETWORK INCRUS MDCP VAL ETF4K shtrimmed | $652.5K |
| Paladin Partners, LLCETF4K shheld | $647.8K |
| JP Wealth Management, Inc.RUS MDCP VAL ETF5.9K shheld | $626.2K |
| Grove Bank & TrustRUS MDCP VAL ETF3.1K shheld | $504.9K |
| Breakwater Capital GroupRUS MDCP VAL ETF3K shadded | $489.3K |
| DIVERSIFIED MANAGEMENT INCRUS MDCP VAL ETF3K shadded | $478.4K |
| DAVIDSON TRUST COEquities2.9K shheld | $469.4K |
| ACIMA PRIVATE WEALTH, LLCETF2.6K shheld | $415.5K |
| EASTERN BANKRUS MDCP VAL ETF2.3K shtrimmed | $367.1K |
| Lee, Kelleher & Klein Wealth ManagementRUS MDCP VAL ETF2.1K shheld | $343.2K |
| S.E.E.D. Planning Group LLCRUS MDCP VAL ETF2.1K sh— | $336.1K |
| Balefire, LLCRUS MDCP VAL ETF1.7K shtrimmed | $278.1K |
| Cooper Financial GroupRUS MDCP VAL ETF1.7K shheld | $274K |
| GILPIN WEALTH MANAGEMENT, LLCRUS MDCP VAL ETF1.7K shheld | $273.3K |
| LAWOOD & COExchange Traded Fund1.6K shtrimmed | $260.7K |
| Galvin, Gaustad & Stein, LLCRUS MDCP VAL ETF1.6K shtrimmed | $256.5K |
| Wealth Science Advisors LLCRUS MDCP VAL ETF1.6K shheld | $249.8K |
| Everhart Financial Group, Inc.RUS MDCP VAL ETF1.3K shheld | $211.9K |
| YHB Investment Advisors, Inc.RUS MDCP VAL ETF1.3K shheld | $204.1K |
| GAMMA Investing LLCETF1.2K shadded | $195.6K |
| ELEVATION WEALTH PARTNERS, LLCRUS MDCP VAL ETF861 shadded | $138.5K |
| Trust CoETF749 shadded | $120.3K |
| CoreCap Advisors, LLCETF709 shtrimmed | $114K |
| STEPH & CORUS MDCP VAL ETF679 shheld | $109.1K |
| Acropolis Investment Management, LLCRUS MDCP VAL ETF666 sh— | $107K |
| Olistico Wealth, LLCETF474 shtrimmed | $76.2K |
| Bangor Savings BankRUS MDCP VAL ETF466 shheld | $74.9K |
| ARMSTRONG ADVISORY GROUP, INCRUS MDCP VAL ETF435 shadded | $69.9K |
| Wealth Enhancement Trust Services, Inc.RUS MDCP VAL ETF303 shtrimmed | $48.7K |
| Horizons Wealth ManagementETF279 shheld | $44.8K |
| Rosenberg Matthew HamiltonETF255 shheld | $41K |
| Bank of New HampshireRUS MDCP VAL ETF213 shheld | $34.2K |
| Bullock Wealth Management GroupETF87 shheld | $14.2K |
| TOMPKINS FINANCIAL CORPRUS MDCP VAL ETF75 sh— | $12.1K |
| AMERICAN NATIONAL BANK & TRUSTRUS MDCP VAL ETF74 shheld | $11.9K |
| Davis Capital ManagementETF52 sh— | $8.4K |
| FIRST COMMUNITY TRUST NARUS MDCP VAL ETF41 shheld | $6.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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