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Brighton Jones LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Brighton Jones LLC’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 		$2.76M Buy
+18,934
New +$2.81M 0.06% 216
2025
Q4 		– Sell
-20,599
Closed -$2.88M – 511
2025
Q3 		$2.88M Buy
20,599
+642
+3% +$87.8K 0.07% 160
2025
Q2 		$2.64M Buy
19,957
+331
+2% +$41.5K 0.07% 161
2025
Q1 		$2.47M Sell
19,626
-1,044
-5% -$136K 0.08% 141
2024
Q4 		$2.67M Buy
20,670
+201
+1% +$26.9K 0.08% 135
2024
Q3 		$2.71M Buy
20,469
+565
+3% +$71.4K 0.1% 108
2024
Q2 		$2.4M Buy
19,904
+20
+0.1% +$2.43K 0.08% 126
2024
Q1 		$2.49M Sell
19,884
-486
-2% -$57.2K 0.09% 120
2023
Q4 		$2.37M Buy
20,370
+1,086
+6% +$116K 0.1% 112
2023
Q3 		$2.01M Sell
19,284
-138
-0.7% -$15.2K 0.1% 113
2023
Q2 		$2.13M Buy
19,422
+101
+0.5% +$10.6K 0.11% 115
2023
Q1 		$2.05M Buy
19,321
+20
+0.1% +$2.18K 0.12% 110
2022
Q4 		$2.03M Sell
19,301
-453
-2% -$47.5K 0.12% 101
2022
Q3 		$1.9M Sell
19,754
-102
-0.5% -$10.9K 0.11% 102
2022
Q2 		$2.02M Buy
19,856
+525
+3% +$58.7K 0.12% 101
2022
Q1 		$2.31M Sell
19,331
-117
-0.6% -$13.8K 0.11% 98
2021
Q4 		$2.38M Buy
19,448
+59
+0.3% +$7.04K 0.11% 95
2021
Q3 		$2.2M Sell
19,389
-520
-3% -$60.2K 0.11% 89
2021
Q2 		$2.29M Buy
19,909
+283
+1% +$32.4K 0.12% 84
2021
Q1 		$2.15M Buy
19,626
+756
+4% +$78.7K 0.13% 77
2020
Q4 		$1.83M Buy
18,870
+987
+6% +$89K 0.11% 82
2020
Q3 		$1.45M Buy
17,883
+528
+3% +$42.7K 0.1% 87
2020
Q2 		$1.33M Sell
17,355
-618
-3% -$45K 0.11% 81
2020
Q1 		$1.15M Sell
17,973
-704
-4% -$60.2K 0.12% 82
2019
Q4 		$1.77M Buy
18,677
+14
+0.1% +$1.28K 0.19% 71
2019
Q3 		$1.67M Sell
18,663
-782
-4% -$69.3K 0.2% 67
2019
Q2 		$1.73M Sell
19,445
-151
-0.8% -$13.3K 0.2% 67
2019
Q1 		$1.7M Buy
19,596
+8
+0% +$675 0.21% 66
2018
Q4 		$1.5M Sell
19,588
-1,263
-6% -$106K 0.22% 62
2018
Q3 		$1.88M Buy
20,851
+26
+0.1% +$2.35K 0.23% 52
2018
Q2 		$1.84M Sell
20,825
-1,550
-7% -$136K 0.24% 49
2018
Q1 		$1.93M Buy
22,375
+1,724
+8% +$153K 0.27% 44
2017
Q4 		$1.84M Sell
20,651
-134
-0.6% -$11.6K 0.22% 48
2017
Q3 		$1.76M Buy
20,785
+125
+0.6% +$10.5K 0.23% 47
2017
Q2 		$1.74M Buy
20,660
+139
+0.7% +$11.6K 0.24% 45
2017
Q1 		$1.7M Buy
20,521
+16,598
+423% +$1.37M 0.41% 25
2016
Q4 		$316K Sell
3,923
-19,306
-83% -$1.5M 0.12% 71
2016
Q3 		$1.78M Buy
23,229
+49
+0.2% +$3.74K 0.29% 45
2016
Q2 		$1.72M Sell
23,180
-1,087
-4% -$78.8K 0.3% 41
2016
Q1 		$1.72M Sell
24,267
-1,231
-5% -$81.2K 0.32% 40
2015
Q4 		$1.75M Buy
25,498
+71
+0.3% +$4.99K 0.34% 34
2015
Q3 		$1.71M Buy
25,427
+1,206
+5% +$85.8K 0.36% 34
2015
Q2 		$1.79M Sell
24,221
-1,014
-4% -$76.4K 0.41% 32
2015
Q1 		$1.9M Sell
25,235
-392
-2% -$29.2K 0.43% 29
2014
Q4 		$1.89M Sell
25,627
-670
-3% -$48.2K 0.43% 30
2014
Q3 		$1.84M Buy
26,297
+2,213
+9% +$159K 0.41% 31
2014
Q2 		$1.75M Buy
24,084
+496
+2% +$34.6K 0.4% 29
2014
Q1 		$1.62M Sell
23,588
-315
-1% -$20.9K 0.38% 34
2013
Q4 		$1.57M Buy
23,903
+72
+0.3% +$4.58K 0.36% 35
2013
Q3 		$1.45M Sell
23,831
-1,836
-7% -$111K 0.38% 29
2013
Q2 		$1.49M Buy
+25,667
New +$1.49M 0.45% 24

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Brighton Jones LLC's IWS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 18,934 shares worth $2.76M. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IWS as recently as Q3 2025.

Brighton Jones LLC first reported a position in IWS in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.88M in Q3 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Brighton Jones LLC held 18,934 shares of iShares Russell Mid-Cap Value ETF worth $2.76M as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Brighton Jones LLC's portfolio in Q1 2026, its #216 holding.
  • Brighton Jones LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 51 quarters since.
  • Brighton Jones LLC's iShares Russell Mid-Cap Value ETF position peaked at $2.88M in Q3 2025.
  • 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.