Accredited Investors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.08M | Sell |
42,995
-3,809
| -8% | -$601K | 0.31% | 41 |
|
|
2026
Q1 | $6.82M | Sell |
46,804
-2,900
| -6% | -$430K | 0.37% | 39 |
|
|
2025
Q4 | $7.01M | Sell |
49,704
-10,924
| -18% | -$1.53M | 0.37% | 38 |
|
|
2025
Q3 | $8.47M | Sell |
60,628
-6,480
| -10% | -$886K | 0.47% | 34 |
|
|
2025
Q2 | $8.87M | Sell |
67,108
-7,089
| -10% | -$889K | 0.52% | 32 |
|
|
2025
Q1 | $9.35M | Sell |
74,197
-5,966
| -7% | -$777K | 0.58% | 29 |
|
|
2024
Q4 | $10.4M | Sell |
80,163
-1,749
| -2% | -$234K | 0.61% | 27 |
|
|
2024
Q3 | $10.8M | Buy |
81,912
+1,000
| +1% | +$126K | 0.62% | 28 |
|
|
2024
Q2 | $9.77M | Sell |
80,912
-9,513
| -11% | -$1.16M | 0.61% | 28 |
|
|
2024
Q1 | $11.3M | Sell |
90,425
-1,699
| -2% | -$200K | 0.73% | 29 |
|
|
2023
Q4 | $10.7M | Buy |
92,124
+34,145
| +59% | +$3.64M | 0.76% | 28 |
|
|
2023
Q3 | $6.05M | Buy |
57,979
+6,966
| +14% | +$768K | 0.45% | 35 |
|
|
2023
Q2 | $5.6M | Sell |
51,013
-525
| -1% | -$55.3K | 0.4% | 36 |
|
|
2023
Q1 | $5.47M | Sell |
51,538
-3,702
| -7% | -$404K | 0.42% | 34 |
|
|
2022
Q4 | $5.82M | Buy |
55,240
+47,907
| +653% | +$5.02M | 0.49% | 31 |
|
|
2022
Q3 | $704K | Buy |
7,333
+3,466
| +90% | +$370K | 0.08% | 82 |
|
|
2022
Q2 | $393K | Sell |
3,867
-238
| -6% | -$26.6K | 0.05% | 114 |
|
|
2022
Q1 | $491K | Buy |
4,105
+2
| +0% | +$235 | 0.04% | 112 |
|
|
2021
Q4 | $502K | Buy |
4,103
+3
| +0.1% | +$358 | 0.04% | 113 |
|
|
2021
Q3 | $464K | Buy |
4,100
+88
| +2% | +$10.2K | 0.05% | 110 |
|
|
2021
Q2 | $461K | Sell |
4,012
-190
| -5% | -$21.8K | 0.05% | 109 |
|
|
2021
Q1 | $459K | Sell |
4,202
-109
| -3% | -$11.4K | 0.06% | 102 |
|
|
2020
Q4 | $418K | Sell |
4,311
-1,443
| -25% | -$130K | 0.07% | 97 |
|
|
2020
Q3 | $465K | Buy |
5,754
+142
| +3% | +$11.5K | 0.1% | 88 |
|
|
2020
Q2 | $429K | Sell |
5,612
-23,477
| -81% | -$1.71M | 0.09% | 89 |
|
|
2020
Q1 | $1.86M | Sell |
29,089
-44,770
| -61% | -$3.83M | 0.44% | 30 |
|
|
2019
Q4 | $7M | Sell |
73,859
-475
| -0.6% | -$43.4K | 1.19% | 20 |
|
|
2019
Q3 | $6.67M | Sell |
74,334
-194
| -0.3% | -$17.2K | 1.28% | 20 |
|
|
2019
Q2 | $6.64M | Sell |
74,528
-332
| -0.4% | -$29.2K | 1.3% | 20 |
|
|
2019
Q1 | $6.5M | Sell |
74,860
-13,075
| -15% | -$1.1M | 1.31% | 19 |
|
|
2018
Q4 | $6.71M | Buy |
87,935
+84,280
| +2,306% | +$7.05M | 1.5% | 19 |
|
|
2018
Q3 | $330K | Buy |
3,655
+278
| +8% | +$25.2K | 0.08% | 86 |
|
|
2018
Q2 | $299K | Sell |
3,377
-166
| -5% | -$14.6K | 0.08% | 87 |
|
|
2018
Q1 | $306K | Sell |
3,543
-943
| -21% | -$83.6K | 0.08% | 79 |
|
|
2017
Q4 | $400K | Buy |
+4,486
| New | +$390K | 0.11% | 73 |
|
Other funds holding IWS
TCIIS
FCBT
Accredited Investors's IWS Position: Q2 2026 in Review
Accredited Investors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.1% in Q2 2026, selling an estimated $601K and leaving 42,995 shares worth $7.08M. The position accounts for 0.31% of the portfolio, ranked #41.
Accredited Investors first reported a position in IWS in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.3M in Q1 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Accredited Investors held 42,995 shares of iShares Russell Mid-Cap Value ETF worth $7.08M as of Q2 2026.
- Accredited Investors sold 3,809 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $601K.
- iShares Russell Mid-Cap Value ETF made up 0.31% of Accredited Investors's portfolio in Q2 2026, its #41 holding.
- Accredited Investors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- Accredited Investors's iShares Russell Mid-Cap Value ETF position peaked at $11.3M in Q1 2024.
- 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.