John Rogers's IWS Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 1,145 shares of iShares Russell Mid-Cap Value ETF (IWS) worth $166,872, representing 0.00% of the portfolio. First purchased in 2015-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in IWS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 17,986 shares. Largest reduction occurred in Q1 2019, reducing 17,986 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's iShares Russell Mid-Cap Value ETF (IWS) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Mid-Cap Value ETF (IWS) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,145 | New Buy | 1,145 | $145.74 |
| Q2 2024 | -1,880 | Sold Out | 0 | $0.00 |
| Q1 2024 | -4,472 | Reduce 70.40% | 1,880 | $125.33 |
| Q4 2023 | +6,352 | New Buy | 6,352 | $116.29 |
| Q3 2023 | -1,880 | Sold Out | 0 | $0.00 |
| Q2 2023 | +1,880 | New Buy | 1,880 | $109.84 |
| Q1 2023 | -8,451 | Sold Out | 0 | $0.00 |
| Q4 2022 | +8,451 | New Buy | 8,451 | $105.34 |
| Q2 2022 | -3,199 | Sold Out | 0 | $0.00 |
| Q1 2022 | +3,199 | New Buy | 3,199 | $119.72 |
| Q1 2021 | -2,381 | Sold Out | 0 | $0.00 |
| Q4 2020 | +2,381 | New Buy | 2,381 | $97.02 |
| Q1 2019 | -17,986 | Sold Out | 0 | $0.00 |
| Q4 2018 | +17,986 | New Buy | 17,986 | $76.34 |
| Q1 2016 | -4,954 | Sold Out | 0 | $0.00 |
| Q4 2015 | +4,954 | New Buy | 4,954 | $68.63 |
John Rogers's iShares Russell Mid-Cap Value ETF Investment FAQs
John Rogers first purchased iShares Russell Mid-Cap Value ETF (IWS) in Q4 2015, acquiring 4,954 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held iShares Russell Mid-Cap Value ETF (IWS) for 16 quarters since Q4 2015.
John Rogers's largest addition to iShares Russell Mid-Cap Value ETF (IWS) was in Q4 2018, adding 17,986 shares worth $1.37 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 1,145 shares of iShares Russell Mid-Cap Value ETF (IWS), valued at approximately $166,872.
As of the Q1 2026 filing, iShares Russell Mid-Cap Value ETF (IWS) represents approximately 0.00% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in iShares Russell Mid-Cap Value ETF (IWS) was 17,986 shares, as reported at the end of Q4 2018.