BCM
IWS icon

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

Becker Capital 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 		$349K Buy
2,395
+1
+0% +$148 0.01% 250
2025
Q4 		$338K Sell
2,394
-112
-4% -$15.7K 0.01% 256
2025
Q3 		$350K Buy
2,506
+1
+0% +$137 0.01% 247
2025
Q2 		$331K Buy
2,505
+1
+0% +$125 0.01% 241
2025
Q1 		$315K Sell
2,504
-94
-4% -$12.2K 0.01% 233
2024
Q4 		$336K Sell
2,598
-282
-10% -$37.7K 0.01% 229
2024
Q3 		$381K Buy
2,880
+285
+11% +$36K 0.01% 226
2024
Q2 		$313K Buy
2,595
+1
+0% +$122 0.01% 231
2024
Q1 		$325K Buy
2,594
+1
+0% +$118 0.01% 226
2023
Q4 		$302K Buy
2,593
+1
+0% +$107 0.01% 229
2023
Q3 		$272K Buy
2,592
+621
+32% +$68.4K 0.01% 237
2023
Q2 		$216K Sell
1,971
-90
-4% -$9.48K 0.01% 265
2023
Q1 		$219K Buy
+2,061
New +$225K 0.01% 248

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

Becker Capital Management's IWS Position: Q1 2026 in Review

Becker Capital 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 2,395 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #250.

Becker Capital Management first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $381K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Becker Capital Management held 2,395 shares of iShares Russell Mid-Cap Value ETF worth $349K as of Q1 2026.
  • Becker Capital Management bought 1 iShares Russell Mid-Cap Value ETF share in Q1 2026, an estimated $148.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #250 holding.
  • Becker Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Becker Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $381K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.