BIM
IWS icon

Bridges Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bridges Investment 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
Q2 		$4.59M Buy
27,880
+32
+0.1% +$5.05K 0.06% 121
2026
Q1 		$4.06M Hold
27,848
– – 0.06% 121
2025
Q4 		$3.93M Sell
27,848
-2,891
-9% -$404K 0.05% 119
2025
Q3 		$4.29M Buy
30,739
+691
+2% +$94.5K 0.05% 114
2025
Q2 		$3.97M Hold
30,048
– – 0.05% 116
2025
Q1 		$3.79M Buy
30,048
+57
+0.2% +$7.42K 0.05% 115
2024
Q4 		$3.88M Hold
29,991
– – 0.05% 114
2024
Q3 		$3.97M Buy
29,991
+345
+1% +$43.6K 0.06% 113
2024
Q2 		$3.58M Buy
29,646
+6,290
+27% +$764K 0.05% 110
2024
Q1 		$2.93M Sell
23,356
-3,571
-13% -$421K 0.09% 92
2023
Q4 		$3.13M Sell
26,927
-61,553
-70% -$6.56M 0.1% 89
2023
Q3 		$9.23M Sell
88,480
-4,135
-4% -$456K 0.33% 57
2023
Q2 		$10.2M Hold
92,615
– – 0.34% 57
2023
Q1 		$9.84M Hold
92,615
– – 0.35% 55
2022
Q4 		$9.76M Hold
92,615
– – 0.36% 58
2022
Q3 		$8.89M Hold
92,615
– – 0.34% 60
2022
Q2 		$9.41M Hold
92,615
– – 0.34% 59
2022
Q1 		$11.1M Hold
92,615
– – 0.34% 61
2021
Q4 		$11.3M Sell
92,615
-10,607
-10% -$1.27M 0.33% 61
2021
Q3 		$11.7M Hold
103,222
– – 0.37% 61
2021
Q2 		$11.9M Sell
103,222
-375
-0.4% -$43K 0.35% 61
2021
Q1 		$11.3M Sell
103,597
-42,916
-29% -$4.47M 0.33% 62
2020
Q4 		$14.2M Hold
146,513
– – 0.44% 53
2020
Q3 		$11.8M Sell
146,513
-1,610
-1% -$130K 0.4% 55
2020
Q2 		$11.3M Hold
148,123
– – 0.41% 58
2020
Q1 		$9.49M Sell
148,123
-12,750
-8% -$1.09M 0.43% 58
2019
Q4 		$15.2M Buy
160,873
+1,610
+1% +$147K 0.57% 46
2019
Q3 		$14.3M Hold
159,263
– – 0.54% 47
2019
Q2 		$14.2M Buy
159,263
+8,001
+5% +$703K 0.54% 44
2019
Q1 		$13.1M Buy
151,262
+4,450
+3% +$375K 0.54% 43
2018
Q4 		$11.2M Buy
146,812
+90,778
+162% +$7.59M 0.53% 44
2018
Q3 		$5.06M Buy
56,034
+6,979
+14% +$632K 0.25% 84
2018
Q2 		$4.34M Buy
+49,055
New +$4.31M 0.2% 91

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Bridges Investment Management's IWS Position: Q2 2026 in Review

Bridges Investment Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.11% in Q2 2026, buying an estimated $5.05K and bringing the position to 27,880 shares worth $4.59M. The position accounts for 0.06% of the portfolio, ranked #121.

Bridges Investment Management first reported a position in IWS in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.2M in Q4 2019. 691 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Bridges Investment Management held 27,880 shares of iShares Russell Mid-Cap Value ETF worth $4.59M as of Q2 2026.
  • Bridges Investment Management bought 32 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.05K.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Bridges Investment Management's portfolio in Q2 2026, its #121 holding.
  • Bridges Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • Bridges Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $15.2M in Q4 2019.
  • 691 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.