BFM
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Broadview Financial Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Broadview Financial 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
Q1 		$1.52M Sell
10,434
-50
-0.5% -$7.42K 1.04% 22
2025
Q4 		$1.48M Buy
10,484
+33
+0.3% +$4.61K 0.99% 21
2025
Q3 		$1.46M Sell
10,451
-256
-2% -$35K 0.98% 21
2025
Q2 		$1.41M Sell
10,707
-23
-0.2% -$2.88K 0.96% 22
2025
Q1 		$1.35M Sell
10,730
-145
-1% -$18.9K 1.01% 21
2024
Q4 		$1.41M Sell
10,875
-3,016
-22% -$404K 1.01% 22
2024
Q3 		$1.84M Buy
13,891
+899
+7% +$114K 1.24% 21
2024
Q2 		$1.57M Buy
12,992
+398
+3% +$48.4K 1.14% 22
2024
Q1 		$1.58M Buy
12,594
+615
+5% +$72.4K 1.15% 22
2023
Q4 		$1.39M Buy
11,979
+571
+5% +$60.8K 1.07% 22
2023
Q3 		$1.19M Sell
11,408
-80
-0.7% -$8.81K 1.1% 20
2023
Q2 		$1.26M Sell
11,488
-98
-0.8% -$10.3K 1.08% 21
2023
Q1 		$1.23M Sell
11,586
-58
-0.5% -$6.33K 1.07% 21
2022
Q4 		$1.23M Buy
11,644
+62
+0.5% +$6.5K 1.1% 22
2022
Q3 		$1.11M Sell
11,582
-22
-0.2% -$2.35K 1.11% 22
2022
Q2 		$1.18M Sell
11,604
-40
-0.3% -$4.47K 1.1% 22
2022
Q1 		$1.39M Sell
11,644
-41
-0.4% -$4.83K 1.03% 22
2021
Q4 		$1.43M Buy
11,685
+39
+0.3% +$4.66K 1.02% 22
2021
Q3 		$1.32M Sell
11,646
-210
-2% -$24.3K 1.02% 21
2021
Q2 		$1.36M Sell
11,856
-507
-4% -$58.1K 1.03% 21
2021
Q1 		$1.35M Sell
12,363
-310
-2% -$32.3K 1.05% 22
2020
Q4 		$1.23M Buy
12,673
+108
+0.9% +$9.74K 0.94% 26
2020
Q3 		$1.02M Sell
12,565
-1,279
-9% -$104K 0.86% 26
2020
Q2 		$1.06M Buy
+13,844
New +$1.01M 0.85% 29

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

Broadview Financial Management's IWS Position: Q1 2026 in Review

Broadview Financial Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.48% in Q1 2026, selling an estimated $7.42K and leaving 10,434 shares worth $1.52M. The position accounts for 1.04% of the portfolio, ranked #22.

Broadview Financial Management first reported a position in IWS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Broadview Financial Management held 10,434 shares of iShares Russell Mid-Cap Value ETF worth $1.52M as of Q1 2026.
  • Broadview Financial Management sold 50 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.42K.
  • iShares Russell Mid-Cap Value ETF made up 1.04% of Broadview Financial Management's portfolio in Q1 2026, its #22 holding.
  • Broadview Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Broadview Financial Management's iShares Russell Mid-Cap Value ETF position peaked at $1.84M in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.