Calamos Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Calamos Wealth 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 Q3	$280K	Buy	1,745 +19	+1%	+$3.18K	0.01%	396
2026 Q2	$284K	Hold	1,726	–	–	0.01%	386
2026 Q1	$252K	Hold	1,726	–	–	0.01%	477
2025 Q4	$243K	Buy	1,726 +20	+1%	+$2.8K	0.01%	404
2025 Q3	$238K	Hold	1,706	–	–	0.01%	381
2025 Q2	$225K	Buy	+1,706	New	+$214K	0.01%	316
2018 Q1	–	Sell	-16,406	Closed	-$1.46M	–	225
2017 Q4	$1.46M	Hold	16,406	–	–	0.19%	95
2017 Q3	$1.39M	Hold	16,406	–	–	0.19%	116
2017 Q2	$1.38M	Buy	16,406 +289	+2%	+$24K	0.2%	122
2017 Q1	$1.34M	Sell	16,117 -110	-0.7%	-$9.09K	0.2%	122
2016 Q4	$1.3M	Sell	16,227 -994	-6%	-$77.4K	0.21%	131
2016 Q3	$1.32M	Sell	17,221 -226	-1%	-$17.2K	0.23%	132
2016 Q2	$1.3M	Sell	17,447 -3,275	-16%	-$237K	0.23%	138
2016 Q1	$1.47M	Sell	20,722 -30,320	-59%	-$2M	0.28%	118
2015 Q4	$3.5M	Buy	51,042 +293	+0.6%	+$20.6K	0.7%	41
2015 Q3	$3.4M	Sell	50,749 -26,786	-35%	-$1.9M	0.82%	33
2015 Q2	$5.72M	Buy	77,535 +710	+0.9%	+$53.5K	1.35%	11
2015 Q1	$5.78M	Buy	+76,825	New	+$5.73M	1.44%	9

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Calamos Wealth Management's IWS Position: Q3 2026 in Review

Calamos Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q3 2026, buying an estimated $3.18K and bringing the position to 1,745 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #396.

Calamos Wealth Management first reported a position in IWS in Q1 2015 and has held it in 18 quarters since. The position peaked at $5.78M in Q1 2015. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Calamos Wealth Management held 1,745 shares of iShares Russell Mid-Cap Value ETF worth $280K as of Q3 2026.
Calamos Wealth Management bought 19 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $3.18K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #396 holding.
Calamos Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and has held it in 18 quarters since.
Calamos Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $5.78M in Q1 2015.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.