Cambridge Investment Research Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.54M | Buy |
51,861
+1,700
| +3% | +$268K | 0.02% | 750 |
|
|
2026
Q1 | $7.31M | Buy |
50,161
+5,565
| +12% | +$826K | 0.02% | 756 |
|
|
2025
Q4 | $6.29M | Buy |
44,596
+3,946
| +10% | +$552K | 0.02% | 802 |
|
|
2025
Q3 | $5.68M | Buy |
40,650
+3,182
| +8% | +$435K | 0.02% | 841 |
|
|
2025
Q2 | $4.95M | Buy |
37,468
+1,532
| +4% | +$192K | 0.02% | 859 |
|
|
2025
Q1 | $4.53M | Sell |
35,936
-6,371
| -15% | -$830K | 0.02% | 858 |
|
|
2024
Q4 | $5.47M | Buy |
42,307
+5,264
| +14% | +$705K | 0.02% | 760 |
|
|
2024
Q3 | $4.9M | Buy |
37,043
+513
| +1% | +$64.8K | 0.02% | 806 |
|
|
2024
Q2 | $4.41M | Sell |
36,530
-2,691
| -7% | -$327K | 0.02% | 821 |
|
|
2024
Q1 | $4.92M | Sell |
39,221
-3,142
| -7% | -$370K | 0.02% | 755 |
|
|
2023
Q4 | $4.93M | Sell |
42,363
-12,257
| -22% | -$1.31M | 0.02% | 711 |
|
|
2023
Q3 | $5.7M | Sell |
54,620
-74,424
| -58% | -$8.2M | 0.03% | 599 |
|
|
2023
Q2 | $14.2M | Sell |
129,044
-999
| -0.8% | -$105K | 0.06% | 292 |
|
|
2023
Q1 | $13.8M | Sell |
130,043
-2,703
| -2% | -$295K | 0.07% | 288 |
|
|
2022
Q4 | $14M | Sell |
132,746
-6,337
| -5% | -$665K | 0.07% | 268 |
|
|
2022
Q3 | $13.4M | Buy |
139,083
+20,486
| +17% | +$2.19M | 0.08% | 254 |
|
|
2022
Q2 | $12M | Buy |
118,597
+5,751
| +5% | +$643K | 0.06% | 292 |
|
|
2022
Q1 | $13.5M | Buy |
112,846
+17,511
| +18% | +$2.06M | 0.06% | 299 |
|
|
2021
Q4 | $11.7M | Sell |
95,335
-34,242
| -26% | -$4.09M | 0.05% | 323 |
|
|
2021
Q3 | $14.7M | Sell |
129,577
-27,838
| -18% | -$3.22M | 0.07% | 265 |
|
|
2021
Q2 | $18.1M | Buy |
157,415
+17,800
| +13% | +$2.04M | 0.09% | 230 |
|
|
2021
Q1 | $15.3M | Buy |
139,615
+32,693
| +31% | +$3.41M | 0.08% | 237 |
|
|
2020
Q4 | $10.4M | Buy |
106,922
+19,442
| +22% | +$1.75M | 0.06% | 299 |
|
|
2020
Q3 | $7.07M | Buy |
87,480
+19,094
| +28% | +$1.55M | 0.05% | 357 |
|
|
2020
Q2 | $5.23M | Sell |
68,386
-19,973
| -23% | -$1.45M | 0.04% | 424 |
|
|
2020
Q1 | $5.66M | Sell |
88,359
-912
| -1% | -$78K | 0.05% | 326 |
|
|
2019
Q4 | $8.46M | Buy |
89,271
+28,397
| +47% | +$2.59M | 0.07% | 290 |
|
|
2019
Q3 | $5.46M | Buy |
60,874
+1,351
| +2% | +$120K | 0.05% | 374 |
|
|
2019
Q2 | $5.3M | Sell |
59,523
-20,301
| -25% | -$1.78M | 0.05% | 365 |
|
|
2019
Q1 | $6.93M | Buy |
79,824
+17,117
| +27% | +$1.44M | 0.07% | 274 |
|
|
2018
Q4 | $4.79M | Sell |
62,707
-107
| -0.2% | -$8.95K | 0.05% | 338 |
|
|
2018
Q3 | $5.67M | Sell |
62,814
-571
| -0.9% | -$51.7K | 0.05% | 332 |
|
|
2018
Q2 | $5.61M | Sell |
63,385
-715
| -1% | -$62.8K | 0.06% | 299 |
|
|
2018
Q1 | $5.54M | Sell |
64,100
-3,451
| -5% | -$306K | 0.06% | 292 |
|
|
2017
Q4 | $6.02M | Buy |
67,551
+11,154
| +20% | +$969K | 0.07% | 271 |
|
|
2017
Q3 | $4.79M | Buy |
56,397
+1,693
| +3% | +$142K | 0.06% | 288 |
|
|
2017
Q2 | $4.6M | Sell |
54,704
-56,190
| -51% | -$4.68M | 0.07% | 274 |
|
|
2017
Q1 | $9.2M | Buy |
110,894
+61,180
| +123% | +$5.06M | 0.16% | 126 |
|
|
2016
Q4 | $4M | Sell |
49,714
-5,660
| -10% | -$441K | 0.07% | 247 |
|
|
2016
Q3 | $4.25M | Buy |
55,374
+11,321
| +26% | +$863K | 0.08% | 243 |
|
|
2016
Q2 | $3.27M | Sell |
44,053
-1,330
| -3% | -$96.4K | 0.07% | 273 |
|
|
2016
Q1 | $3.22M | Sell |
45,383
-15,195
| -25% | -$1M | 0.07% | 258 |
|
|
2015
Q4 | $4.16M | Buy |
60,578
+1,270
| +2% | +$89.2K | 0.1% | 199 |
|
|
2015
Q3 | $3.98M | Sell |
59,308
-1,722
| -3% | -$122K | 0.11% | 178 |
|
|
2015
Q2 | $4.5M | Buy |
61,030
+2,789
| +5% | +$210K | 0.12% | 167 |
|
|
2015
Q1 | $4.38M | Sell |
58,241
-4,485
| -7% | -$335K | 0.12% | 169 |
|
|
2014
Q4 | $4.63M | Buy |
62,726
+855
| +1% | +$61.4K | 0.14% | 140 |
|
|
2014
Q3 | $4.33M | Buy |
61,871
+4,299
| +7% | +$308K | 0.13% | 160 |
|
|
2014
Q2 | $4.18M | Buy |
57,572
+7,601
| +15% | +$530K | 0.15% | 137 |
|
|
2014
Q1 | $3.43M | Sell |
49,971
-1,389
| -3% | -$92.3K | 0.13% | 148 |
|
|
2013
Q4 | $3.38M | Buy |
51,360
+3,818
| +8% | +$243K | 0.14% | 148 |
|
|
2013
Q3 | $2.9M | Buy |
47,542
+7,366
| +18% | +$444K | 0.13% | 162 |
|
|
2013
Q2 | $2.33M | Buy |
+40,176
| New | +$2.33M | 0.12% | 172 |
|
Other funds holding IWS
TCIIS
FCBT
Cambridge Investment Research Advisors's IWS Position: Q2 2026 in Review
Cambridge Investment Research Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.4% in Q2 2026, buying an estimated $268K and bringing the position to 51,861 shares worth $8.54M. The position accounts for 0.02% of the portfolio, ranked #750.
Cambridge Investment Research Advisors first reported a position in IWS in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q2 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Cambridge Investment Research Advisors held 51,861 shares of iShares Russell Mid-Cap Value ETF worth $8.54M as of Q2 2026.
- Cambridge Investment Research Advisors bought 1,700 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $268K.
- iShares Russell Mid-Cap Value ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #750 holding.
- Cambridge Investment Research Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
- Cambridge Investment Research Advisors's iShares Russell Mid-Cap Value ETF position peaked at $18.1M in Q2 2021.
- 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.