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Belpointe Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Belpointe Asset 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 		$1.21M Buy
8,280
+1,567
+23% +$233K 0.04% 387
2025
Q4 		$947K Sell
6,713
-133
-2% -$18.6K 0.03% 457
2025
Q3 		$956K Sell
6,846
-411
-6% -$56.2K 0.04% 421
2025
Q2 		$959K Sell
7,257
-854
-11% -$107K 0.04% 369
2025
Q1 		$1.02M Buy
8,111
+5,565
+219% +$725K 0.05% 329
2024
Q4 		$332K Sell
2,546
-189
-7% -$25.3K 0.02% 622
2024
Q3 		$362K Buy
+2,735
New +$346K 0.02% 601
2023
Q2 		– Sell
-3,029
Closed -$322K – 1970
2023
Q1 		$322K Sell
3,029
-2,947
-49% -$322K 0.02% 715
2022
Q4 		$629K Buy
5,976
+888
+17% +$93.1K 0.04% 446
2022
Q3 		$489K Buy
5,088
+902
+22% +$96.4K 0.03% 513
2022
Q2 		$426K Buy
4,186
+557
+15% +$62.3K 0.03% 552
2022
Q1 		$434K Buy
3,629
+529
+17% +$62.3K 0.03% 589
2021
Q4 		$378K Buy
3,100
+50
+2% +$5.97K 0.02% 621
2021
Q3 		$346K Sell
3,050
-397
-12% -$46K 0.02% 633
2021
Q2 		$398K Buy
3,447
+1,085
+46% +$124K 0.03% 570
2021
Q1 		$258K Sell
2,362
-1,636
-41% -$170K 0.02% 652
2020
Q4 		$388K Buy
+3,998
New +$360K 0.03% 471
2020
Q1 		– Sell
-1,143
Closed -$109K – 708
2019
Q4 		$109K Buy
+1,143
New +$104K 0.01% 754
2019
Q3 		– Sell
-1,515
Closed -$135K – 694
2019
Q2 		$135K Buy
+1,515
New +$133K 0.03% 508
2019
Q1 		– Sell
-1,467
Closed -$112K – 504
2018
Q4 		$112K Sell
1,467
-52
-3% -$4.35K 0.03% 460
2018
Q3 		$137K Buy
+1,519
New +$137K 0.02% 557

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

Belpointe Asset Management's IWS Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q1 2026, buying an estimated $233K and bringing the position to 8,280 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #387.

Belpointe Asset Management first reported a position in IWS in Q3 2018 and has held it in 21 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Belpointe Asset Management held 8,280 shares of iShares Russell Mid-Cap Value ETF worth $1.21M as of Q1 2026.
  • Belpointe Asset Management bought 1,567 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $233K.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Belpointe Asset Management's portfolio in Q1 2026, its #387 holding.
  • Belpointe Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 21 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.