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

Cranbrook 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 Q1	$425K	Sell	2,918 -52	-2%	-$7.72K	0.09%	92
2025 Q4	$419K	Hold	2,970	–	–	0.08%	91
2025 Q3	$415K	Sell	2,970 -37	-1%	-$5.06K	0.08%	89
2025 Q2	$397K	Sell	3,007 -78	-3%	-$9.78K	0.08%	89
2025 Q1	$389K	Sell	3,085 -189	-6%	-$24.6K	0.09%	88
2024 Q4	$423K	Hold	3,274	–	–	0.1%	86
2024 Q3	$433K	Sell	3,274 -69	-2%	-$8.72K	0.1%	88
2024 Q2	$404K	Hold	3,343	–	–	0.1%	81
2024 Q1	$419K	Hold	3,343	–	–	0.11%	74
2023 Q4	$389K	Hold	3,343	–	–	0.1%	75
2023 Q3	$349K	Hold	3,343	–	–	0.1%	73
2023 Q2	$367K	Hold	3,343	–	–	0.1%	74
2023 Q1	$355K	Hold	3,343	–	–	0.1%	77
2022 Q4	$352K	Hold	3,343	–	–	0.1%	76
2022 Q3	$321K	Sell	3,343 -92	-3%	-$9.83K	0.08%	83
2022 Q2	$349K	Hold	3,435	–	–	0.09%	83
2022 Q1	$411K	Hold	3,435	–	–	0.09%	83
2021 Q4	$420K	Sell	3,435 -86	-2%	-$10.3K	0.09%	83
2021 Q3	$399K	Hold	3,521	–	–	0.09%	83
2021 Q2	$405K	Hold	3,521	–	–	0.09%	83
2021 Q1	$385K	Sell	3,521 -790	-18%	-$82.3K	0.09%	82
2020 Q4	$418K	Hold	4,311	–	–	0.11%	70
2020 Q3	$349K	Sell	4,311 -615	-12%	-$49.8K	0.1%	72
2020 Q2	$377K	Sell	4,926 -124	-2%	-$9.03K	0.11%	68
2020 Q1	$324K	Hold	5,050	–	–	0.11%	67
2019 Q4	$479K	Sell	5,050 -414	-8%	-$37.8K	0.13%	62
2019 Q3	$490K	Hold	5,464	–	–	0.14%	63
2019 Q2	$487K	Hold	5,464	–	–	0.14%	64
2019 Q1	$475K	Hold	5,464	–	–	0.15%	61
2018 Q4	$417K	Hold	5,464	–	–	0.15%	57
2018 Q3	$493K	Sell	5,464 -560	-9%	-$50.7K	0.17%	54
2018 Q2	$533K	Hold	6,024	–	–	0.21%	52
2018 Q1	$521K	Sell	6,024 -512	-8%	-$45.4K	0.2%	52
2017 Q4	$583K	Sell	6,536 -116	-2%	-$10.1K	0.23%	51
2017 Q3	$565K	Sell	6,652 -145	-2%	-$12.2K	0.23%	49
2017 Q2	$572K	Sell	6,797 -168	-2%	-$14K	0.25%	48
2017 Q1	$578K	Hold	6,965	–	–	0.27%	46
2016 Q4	$560K	Sell	6,965 -247	-3%	-$19.2K	0.27%	45
2016 Q3	$554K	Sell	7,212 -226	-3%	-$17.2K	0.28%	42
2016 Q2	$553K	Sell	7,438 -202	-3%	-$14.6K	0.28%	40
2016 Q1	$542K	Hold	7,640	–	–	0.29%	37
2015 Q4	$525K	Sell	7,640 -43	-0.6%	-$3.02K	0.3%	37
2015 Q3	$515K	Hold	7,683	–	–	0.3%	37
2015 Q2	$567K	Sell	7,683 -132	-2%	-$9.95K	0.33%	37
2015 Q1	$588K	Hold	7,815	–	–	0.34%	38
2014 Q4	$576K	Buy	7,815 +3	+0%	+$216	0.36%	37
2014 Q3	$547K	Sell	7,812 -222	-3%	-$15.9K	0.37%	32
2014 Q2	$583K	Hold	8,034	–	–	0.39%	32
2014 Q1	$552K	Sell	8,034 -318	-4%	-$21.1K	0.39%	32
2013 Q4	$549K	Buy	+8,352	New	+$532K	0.38%	37

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Cranbrook Wealth Management's IWS Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.8% in Q1 2026, selling an estimated $7.72K and leaving 2,918 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #92.

Cranbrook Wealth Management first reported a position in IWS in Q4 2013 and has held it in 50 quarters since. The position peaked at $588K in Q1 2015. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Cranbrook Wealth Management held 2,918 shares of iShares Russell Mid-Cap Value ETF worth $425K as of Q1 2026.
Cranbrook Wealth Management sold 52 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.72K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Cranbrook Wealth Management's portfolio in Q1 2026, its #92 holding.
Cranbrook Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $588K in Q1 2015.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.