Aldebaran Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Aldebaran Capital’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.85M	Sell	40,125 -52	-0.1%	-$7.72K	4.47%	7
2025 Q4	$5.67M	Buy	40,177 +873	+2%	+$122K	5.08%	7
2025 Q3	$5.49M	Sell	39,304 -162	-0.4%	-$22.1K	5.04%	7
2025 Q2	$5.22M	Sell	39,466 -579	-1%	-$72.6K	5.15%	6
2025 Q1	$5.04M	Sell	40,045 -372	-0.9%	-$48.4K	4.77%	7
2024 Q4	$5.23M	Sell	40,417 -843	-2%	-$113K	4.97%	7
2024 Q3	$5.46M	Buy	41,260 +2,496	+6%	+$315K	4.98%	8
2024 Q2	$4.68M	Sell	38,764 -1,180	-3%	-$143K	4.36%	9
2024 Q1	$5.01M	Buy	+39,944	New	+$4.7M	4.77%	8

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Aldebaran Capital's IWS Position: Q1 2026 in Review

Aldebaran Capital reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.13% in Q1 2026, selling an estimated $7.72K and leaving 40,125 shares worth $5.85M. The position accounts for 4.47% of the portfolio, ranked #7.

Aldebaran Capital first reported a position in IWS in Q1 2024 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Aldebaran Capital held 40,125 shares of iShares Russell Mid-Cap Value ETF worth $5.85M as of Q1 2026.
Aldebaran Capital sold 52 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.72K.
iShares Russell Mid-Cap Value ETF made up 4.47% of Aldebaran Capital's portfolio in Q1 2026, its #7 holding.
Aldebaran Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Aldebaran Capital's 13F filing for Q1 2026, filed 7 May 2026.