Bridgewater Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bridgewater Advisors’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	$432K	Hold	2,742	–	–	0.03%	285
2025 Q4	$408K	Hold	2,742	–	–	0.03%	300
2025 Q3	$376K	Sell	2,742 -112	-4%	-$15.3K	0.03%	301
2025 Q2	$390K	Buy	2,854 +1	+0%	+$125	0.03%	295
2025 Q1	$351K	Buy	+2,853	New	+$371K	0.03%	296
2022 Q3	–	Sell	-2,466	Closed	-$250K	–	176
2022 Q2	$250K	Sell	2,466 -42	-2%	-$4.7K	0.05%	199
2022 Q1	$300K	Hold	2,508	–	–	0.07%	190
2021 Q4	$307K	Sell	2,508 -14	-0.6%	-$1.67K	0.07%	190
2021 Q3	$286K	Buy	2,522 +16	+0.6%	+$1.85K	0.08%	195
2021 Q2	$288K	Buy	+2,506	New	+$287K	0.09%	190

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

Bridgewater Advisors's IWS Position: Q1 2026 in Review

Bridgewater Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,742 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #285.

Bridgewater Advisors first reported a position in IWS in Q2 2021 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Bridgewater Advisors held 2,742 shares of iShares Russell Mid-Cap Value ETF worth $432K as of Q1 2026.
Bridgewater Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #285 holding.
Bridgewater Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.