Bell Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bell Investment Advisors’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	$875	Hold	6	–	–	﹤0.01%	1588
2025 Q4	$847	Hold	6	–	–	﹤0.01%	1589
2025 Q3	$839	Hold	6	–	–	﹤0.01%	1608
2025 Q2	$793	Hold	6	–	–	﹤0.01%	1657
2025 Q1	$756	Hold	6	–	–	﹤0.01%	1644
2024 Q4	$777	Hold	6	–	–	﹤0.01%	1660
2024 Q3	$794	Hold	6	–	–	﹤0.01%	1663
2024 Q2	$725	Hold	6	–	–	﹤0.01%	1689
2024 Q1	$752	Hold	6	–	–	﹤0.01%	1682
2023 Q4	$698	Hold	6	–	–	﹤0.01%	1699
2023 Q3	$627	Hold	6	–	–	﹤0.01%	1703
2023 Q2	$660	Hold	6	–	–	﹤0.01%	1713
2023 Q1	$638	Hold	6	–	–	﹤0.01%	1715
2022 Q4	$632	Hold	6	–	–	﹤0.01%	1714
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1451
2022 Q2	$1K	Buy	+6	New	+$671	﹤0.01%	1471
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	1479
2021 Q3	$1K	Buy	+6	New	+$695	﹤0.01%	1425

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bell Investment Advisors's IWS Position: Q1 2026 in Review

Bell Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 6 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Bell Investment Advisors first reported a position in IWS in Q3 2021 and has held it in 18 quarters since. The position peaked at $1K in Q3 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Bell Investment Advisors held 6 shares of iShares Russell Mid-Cap Value ETF worth $875 as of Q1 2026.
Bell Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1588 holding.
Bell Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1K in Q3 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.