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 Q2	$383K	Sell	2,326 -69	-3%	-$10.9K	0.01%	243
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 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

Becker Capital Management's IWS Position: Q2 2026 in Review

Becker Capital Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.9% in Q2 2026, selling an estimated $10.9K and leaving 2,326 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #243.

Becker Capital Management first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Becker Capital Management held 2,326 shares of iShares Russell Mid-Cap Value ETF worth $383K as of Q2 2026.
Becker Capital Management sold 69 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $10.9K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #243 holding.
Becker Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.