Bedel Financial Consulting’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Sell |
10,170
-144
| -1% | -$21.4K | 0.17% | 74 |
|
|
2025
Q4 | $1.45M | Sell |
10,314
-21
| -0.2% | -$2.94K | 0.16% | 77 |
|
|
2025
Q3 | $1.44M | Sell |
10,335
-672
| -6% | -$91.9K | 0.18% | 76 |
|
|
2025
Q2 | $1.45M | Buy |
11,007
+15
| +0.1% | +$1.88K | 0.2% | 67 |
|
|
2025
Q1 | $1.36M | Buy |
10,992
+118
| +1% | +$15.4K | 0.2% | 67 |
|
|
2024
Q4 | $1.45M | Buy |
10,874
+289
| +3% | +$38.7K | 0.2% | 65 |
|
|
2024
Q3 | $1.4M | Buy |
10,585
+167
| +2% | +$21.1K | 0.2% | 65 |
|
|
2024
Q2 | $1.26M | Sell |
10,418
-6
| -0.1% | -$729 | 0.18% | 66 |
|
|
2024
Q1 | $1.31M | Buy |
10,424
+307
| +3% | +$36.2K | 0.2% | 67 |
|
|
2023
Q4 | $1.18M | Sell |
10,117
-678
| -6% | -$72.2K | 0.22% | 64 |
|
|
2023
Q3 | $1.13M | Buy |
10,795
+765
| +8% | +$84.3K | 0.23% | 60 |
|
|
2023
Q2 | $1.1M | Buy |
10,030
+642
| +7% | +$67.6K | 0.23% | 64 |
|
|
2023
Q1 | $997K | Buy |
9,388
+2,437
| +35% | +$266K | 0.24% | 63 |
|
|
2022
Q4 | $732K | Buy |
6,951
+365
| +6% | +$38.3K | 0.18% | 77 |
|
|
2022
Q3 | $690K | Buy |
6,586
+2,341
| +55% | +$250K | 0.18% | 76 |
|
|
2022
Q2 | $431K | Buy |
4,245
+549
| +15% | +$61.4K | 0.13% | 114 |
|
|
2022
Q1 | $442K | Buy |
3,696
+255
| +7% | +$30K | 0.14% | 110 |
|
|
2021
Q4 | $421K | Hold |
3,441
| – | – | 0.13% | 116 |
|
|
2021
Q3 | $390K | Buy |
3,441
+16
| +0.5% | +$1.85K | 0.13% | 118 |
|
|
2021
Q2 | $394K | Buy |
3,425
+620
| +22% | +$71.1K | 0.14% | 112 |
|
|
2021
Q1 | $307K | Buy |
2,805
+1,465
| +109% | +$153K | 0.12% | 131 |
|
|
2020
Q4 | $130K | Buy |
1,340
+300
| +29% | +$27K | 0.06% | 194 |
|
|
2020
Q3 | $84K | Hold |
1,040
| – | – | 0.04% | 232 |
|
|
2020
Q2 | $80K | Sell |
1,040
-960
| -48% | -$69.9K | 0.04% | 221 |
|
|
2020
Q1 | $128K | Buy |
2,000
+274
| +16% | +$23.4K | 0.08% | 159 |
|
|
2019
Q4 | $164K | Hold |
1,726
| – | – | 0.09% | 161 |
|
|
2019
Q3 | $155K | Hold |
1,726
| – | – | 0.09% | 160 |
|
|
2019
Q2 | $154K | Buy |
1,726
+76
| +5% | +$6.67K | 0.09% | 156 |
|
|
2019
Q1 | $143K | Buy |
1,650
+300
| +22% | +$25.3K | 0.09% | 160 |
|
|
2018
Q4 | $103K | Buy |
1,350
+690
| +105% | +$57.7K | 0.07% | 178 |
|
|
2018
Q3 | $57K | Hold |
660
| – | – | 0.04% | 259 |
|
|
2018
Q2 | $58K | Hold |
660
| – | – | 0.04% | 259 |
|
|
2018
Q1 | $57K | Buy |
+660
| New | +$58.5K | 0.04% | 254 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Bedel Financial Consulting's IWS Position: Q1 2026 in Review
Bedel Financial Consulting reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.4% in Q1 2026, selling an estimated $21.4K and leaving 10,170 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #74.
Bedel Financial Consulting first reported a position in IWS in Q1 2018 and has held it in 33 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Bedel Financial Consulting held 10,170 shares of iShares Russell Mid-Cap Value ETF worth $1.48M as of Q1 2026.
- Bedel Financial Consulting sold 144 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $21.4K.
- iShares Russell Mid-Cap Value ETF made up 0.17% of Bedel Financial Consulting's portfolio in Q1 2026, its #74 holding.
- Bedel Financial Consulting first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.