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BCGM Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BCGM Wealth Management’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 		$332K Buy
2,281
+1
+0% +$148 0.08% 139
2025
Q4 		$322K Hold
2,280
– – 0.08% 140
2025
Q3 		$318K Buy
2,280
+8
+0.4% +$1.09K 0.08% 139
2025
Q2 		$300K Sell
2,272
-294
-11% -$36.9K 0.08% 134
2025
Q1 		$323K Sell
2,566
-11
-0.4% -$1.43K 0.1% 126
2024
Q4 		$333K Hold
2,577
– – 0.11% 120
2024
Q3 		$341K Sell
2,577
-75
-3% -$9.48K 0.11% 120
2024
Q2 		$320K Buy
2,652
+1
+0% +$122 0.11% 120
2024
Q1 		$332K Hold
2,651
– – 0.12% 112
2023
Q4 		$308K Buy
+2,651
New +$282K 0.13% 105

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BCGM Wealth Management's IWS Position: Q1 2026 in Review

BCGM Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.04% in Q1 2026, buying an estimated $148 and bringing the position to 2,281 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #139.

BCGM Wealth Management first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $341K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • BCGM Wealth Management held 2,281 shares of iShares Russell Mid-Cap Value ETF worth $332K as of Q1 2026.
  • BCGM Wealth Management bought 1 iShares Russell Mid-Cap Value ETF share in Q1 2026, an estimated $148.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of BCGM Wealth Management's portfolio in Q1 2026, its #139 holding.
  • BCGM Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • BCGM Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $341K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.