BCGM Wealth Management
IWS icon

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
Q3 		$367K Hold
2,281
– – 0.07% 146
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCGM Wealth Management's IWS Position: Q3 2026 in Review

BCGM Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 2,281 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #146.

BCGM Wealth Management first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $375K in Q2 2026. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • BCGM Wealth Management held 2,281 shares of iShares Russell Mid-Cap Value ETF worth $367K as of Q3 2026.
  • BCGM Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of BCGM Wealth Management's portfolio in Q3 2026, its #146 holding.
  • BCGM Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • BCGM Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $375K in Q2 2026.
  • 926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.