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 Q2	$375K	Hold	2,281	–	–	0.08%	137
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCGM Wealth Management's IWS Position: Q2 2026 in Review

BCGM Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,281 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #137.

BCGM Wealth Management first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

BCGM Wealth Management held 2,281 shares of iShares Russell Mid-Cap Value ETF worth $375K as of Q2 2026.
BCGM Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #137 holding.
BCGM Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.