C.M. Bidwell & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

C.M. Bidwell & Associates’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 Q1	–	Sell	-82	Closed	-$10.6K	–	487
2024 Q4	$10.6K	Buy	+82	New	+$11K	0.01%	286

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

C.M. Bidwell & Associates's IWS Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 82 shares — an estimated $10.6K sold.

C.M. Bidwell & Associates first reported a position in IWS in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

C.M. Bidwell & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 82 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $10.6K.
C.M. Bidwell & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 1 quarter.
C.M. Bidwell & Associates's iShares Russell Mid-Cap Value ETF position peaked at $10.6K in Q4 2024.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.