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Blume Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Blume Capital 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
2025
Q4 		– Sell
-65
Closed -$9.08K – 350
2025
Q3 		$9.08K Buy
+65
New +$8.88K ﹤0.01% 279
2017
Q4 		– Sell
-255
Closed -$22K – 234
2017
Q3 		$22K Buy
+255
New +$21.4K 0.01% 164

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blume Capital Management's IWS Position: Q4 2025 in Review

Blume Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 65 shares — an estimated $9.08K sold.

Blume Capital Management first reported a position in IWS in Q3 2017 and held it in 2 quarters. The position peaked at $22K in Q3 2017. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • Blume Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Blume Capital Management sold 65 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $9.08K.
  • Blume Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and held it in 2 quarters.
  • Blume Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $22K in Q3 2017.
  • 991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.