Benjamin Edwards Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Benjamin Edwards Inc’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	$1.88M	Sell	12,853 -1,521	-11%	-$226K	0.02%	564
2025 Q4	$2.03M	Sell	14,374 -2,067	-13%	-$289K	0.02%	496
2025 Q3	$2.3M	Buy	16,441 +6,054	+58%	+$828K	0.03%	459
2025 Q2	$1.37M	Buy	10,387 +209	+2%	+$26.2K	0.02%	539
2025 Q1	$1.28M	Buy	10,178 +1,297	+15%	+$169K	0.02%	516
2024 Q4	$1.16M	Sell	8,881 -1,000	-10%	-$134K	0.02%	565
2024 Q3	$1.32M	Buy	+9,881	New	+$1.25M	0.02%	529

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 $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 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

Benjamin Edwards Inc's IWS Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q1 2026, selling an estimated $226K and leaving 12,853 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #564.

Benjamin Edwards Inc first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Benjamin Edwards Inc held 12,853 shares of iShares Russell Mid-Cap Value ETF worth $1.88M as of Q1 2026.
Benjamin Edwards Inc sold 1,521 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $226K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #564 holding.
Benjamin Edwards Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's iShares Russell Mid-Cap Value ETF position peaked at $2.3M in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.