Bare Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bare Financial Services’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	$114K	Hold	784	–	–	0.03%	59
2025 Q4	$111K	Hold	784	–	–	0.03%	62
2025 Q3	$110K	Hold	784	–	–	0.03%	56
2025 Q2	$104K	Hold	784	–	–	0.03%	52
2025 Q1	$98.8K	Hold	784	–	–	0.04%	50
2024 Q4	$101K	Hold	784	–	–	0.04%	47
2024 Q3	$104K	Hold	784	–	–	0.04%	50
2024 Q2	$100K	Sell	784 -10	-1%	-$1.22K	0.05%	47
2024 Q1	$94.4K	Buy	+794	New	+$93.5K	0.09%	42

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

Bare Financial Services's IWS Position: Q1 2026 in Review

Bare Financial Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 784 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #59.

Bare Financial Services first reported a position in IWS in Q1 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Bare Financial Services held 784 shares of iShares Russell Mid-Cap Value ETF worth $114K as of Q1 2026.
Bare Financial Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Bare Financial Services's portfolio in Q1 2026, its #59 holding.
Bare Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.