BHK Investment Advisors’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
Q2 | $2.28M | Buy |
13,873
+277
| +2% | +$43.7K | 0.68% | 22 |
|
|
2026
Q1 | $1.98M | Sell |
13,596
-99
| -0.7% | -$14.7K | 0.66% | 21 |
|
|
2025
Q4 | $1.93M | Buy |
13,695
+537
| +4% | +$75.1K | 0.63% | 22 |
|
|
2025
Q3 | $1.84M | Sell |
13,158
-348
| -3% | -$47.6K | 0.69% | 19 |
|
|
2025
Q2 | $1.78M | Buy |
13,506
+1,118
| +9% | +$140K | 0.7% | 19 |
|
|
2025
Q1 | $1.56M | Sell |
12,388
-273
| -2% | -$35.5K | 0.66% | 19 |
|
|
2024
Q4 | $1.64M | Sell |
12,661
-373
| -3% | -$49.9K | 0.61% | 20 |
|
|
2024
Q3 | $1.72M | Sell |
13,034
-47
| -0.4% | -$5.94K | 0.64% | 19 |
|
|
2024
Q2 | $1.58M | Buy |
13,081
+1
| +0% | +$122 | 0.62% | 20 |
|
|
2024
Q1 | $1.64M | Buy |
13,080
+3,595
| +38% | +$423K | 0.63% | 20 |
|
|
2023
Q4 | $1.1M | Sell |
9,485
-1,360
| -13% | -$145K | 0.63% | 19 |
|
|
2023
Q3 | $1.13M | Sell |
10,845
-3,017
| -22% | -$332K | 0.52% | 19 |
|
|
2023
Q2 | $1.52M | Sell |
13,862
-147
| -1% | -$15.5K | 0.65% | 20 |
|
|
2023
Q1 | $1.49M | Buy |
14,009
+2,120
| +18% | +$231K | 0.65% | 21 |
|
|
2022
Q4 | $1.25M | Sell |
11,889
-2,196
| -16% | -$230K | 0.7% | 21 |
|
|
2022
Q3 | $1.35M | Sell |
14,085
-563
| -4% | -$60.1K | 0.68% | 19 |
|
|
2022
Q2 | $1.49M | Buy |
14,648
+2,002
| +16% | +$224K | 0.67% | 19 |
|
|
2022
Q1 | $1.51M | Buy |
12,646
+3
| +0% | +$353 | 0.63% | 18 |
|
|
2021
Q4 | $1.55M | Buy |
12,643
+3
| +0% | +$358 | 0.61% | 19 |
|
|
2021
Q3 | $1.43M | Buy |
12,640
+378
| +3% | +$43.8K | 0.59% | 20 |
|
|
2021
Q2 | $1.41M | Sell |
12,262
-646
| -5% | -$74.1K | 0.58% | 21 |
|
|
2021
Q1 | $1.25M | Hold |
12,908
| – | – | 0.58% | 23 |
|
|
2020
Q4 | $1.25M | Buy |
12,908
+1,549
| +14% | +$140K | 0.58% | 23 |
|
|
2020
Q3 | $918K | Sell |
11,359
-661
| -5% | -$53.5K | 0.52% | 25 |
|
|
2020
Q2 | $920K | Buy |
12,020
+124
| +1% | +$9.03K | 0.54% | 25 |
|
|
2020
Q1 | $762K | Buy |
11,896
+934
| +9% | +$79.9K | 0.54% | 24 |
|
|
2019
Q4 | $1.04M | Sell |
10,962
-246
| -2% | -$22.5K | 0.59% | 24 |
|
|
2019
Q3 | $1M | Buy |
11,208
+4
| +0% | +$354 | 0.58% | 33 |
|
|
2019
Q2 | $999K | Sell |
11,204
-2,457
| -18% | -$216K | 0.57% | 34 |
|
|
2019
Q1 | $1.19M | Sell |
13,661
-773
| -5% | -$65.2K | 0.72% | 27 |
|
|
2018
Q4 | $1.1M | Buy |
14,434
+2,006
| +16% | +$168K | 0.83% | 21 |
|
|
2018
Q3 | $1.12M | Sell |
12,428
-5
| -0% | -$453 | 0.76% | 22 |
|
|
2018
Q2 | $1.1M | Buy |
12,433
+2,118
| +21% | +$186K | 0.77% | 21 |
|
|
2018
Q1 | $892K | Buy |
10,315
+2,236
| +28% | +$198K | 0.66% | 21 |
|
|
2017
Q4 | $720K | Buy |
+8,079
| New | +$702K | 0.61% | 20 |
|
Other funds holding IWS
TCIIS
FCBT
BHK Investment Advisors's IWS Position: Q2 2026 in Review
BHK Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q2 2026, buying an estimated $43.7K and bringing the position to 13,873 shares worth $2.28M. The position accounts for 0.68% of the portfolio, ranked #22.
BHK Investment Advisors first reported a position in IWS in Q4 2017 and has held it in 35 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- BHK Investment Advisors held 13,873 shares of iShares Russell Mid-Cap Value ETF worth $2.28M as of Q2 2026.
- BHK Investment Advisors bought 277 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $43.7K.
- iShares Russell Mid-Cap Value ETF made up 0.68% of BHK Investment Advisors's portfolio in Q2 2026, its #22 holding.
- BHK Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.