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Crestwood Advisors Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Crestwood Advisors Group’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 		$314K Buy
2,155
+51
+2% +$7.57K 0.01% 557
2025
Q4 		$297K Hold
2,104
– – ﹤0.01% 522
2025
Q3 		$294K Hold
2,104
– – 0.01% 470
2025
Q2 		$278K Hold
2,104
– – 0.01% 459
2025
Q1 		$265K Hold
2,104
– – 0.01% 449
2024
Q4 		$272K Buy
2,104
+75
+4% +$10K 0.01% 400
2024
Q3 		$268K Buy
2,029
+277
+16% +$35K 0.01% 384
2024
Q2 		$212K Sell
1,752
-505
-22% -$61.4K ﹤0.01% 409
2024
Q1 		$283K Sell
2,257
-128
-5% -$15.1K 0.01% 364
2023
Q4 		$277K Buy
2,385
+253
+12% +$27K 0.01% 337
2023
Q3 		$222K Buy
2,132
+124
+6% +$13.7K 0.01% 330
2023
Q2 		$221K Buy
+2,008
New +$212K 0.01% 239
2022
Q3 		– Sell
-2,068
Closed -$210K – 273
2022
Q2 		$210K Buy
2,068
+16
+0.8% +$1.79K 0.01% 246
2022
Q1 		$245K Sell
2,052
-148
-7% -$17.4K 0.01% 253
2021
Q4 		$269K Buy
2,200
+246
+13% +$29.4K 0.01% 261
2021
Q3 		$221K Hold
1,954
– – 0.01% 255
2021
Q2 		$225K Hold
1,954
– – 0.01% 254
2021
Q1 		$214K Sell
1,954
-275
-12% -$28.6K 0.01% 249
2020
Q4 		$216K Buy
+2,229
New +$201K 0.01% 249
2020
Q2 		– Sell
-3,125
Closed -$200K – 243
2020
Q1 		$200K Sell
3,125
-869
-22% -$74.3K 0.01% 208
2019
Q4 		$379K Sell
3,994
-197
-5% -$18K 0.02% 188
2019
Q3 		$376K Sell
4,191
-269
-6% -$23.8K 0.02% 182
2019
Q2 		$398K Buy
4,460
+485
+12% +$42.6K 0.02% 179
2019
Q1 		$345K Buy
3,975
+622
+19% +$52.5K 0.02% 132
2018
Q4 		$256K Sell
3,353
-98
-3% -$8.2K 0.02% 140
2018
Q3 		$311K Hold
3,451
– – 0.02% 128
2018
Q2 		$309K Buy
+3,451
New +$303K 0.02% 127
2017
Q2 		– Sell
-294
Closed -$24K – 299
2017
Q1 		$24K Buy
+294
New +$24.3K ﹤0.01% 358

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

Crestwood Advisors Group's IWS Position: Q1 2026 in Review

Crestwood Advisors Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q1 2026, buying an estimated $7.57K and bringing the position to 2,155 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #557.

Crestwood Advisors Group first reported a position in IWS in Q1 2017 and has held it in 28 quarters since. The position peaked at $398K in Q2 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Crestwood Advisors Group held 2,155 shares of iShares Russell Mid-Cap Value ETF worth $314K as of Q1 2026.
  • Crestwood Advisors Group bought 51 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.57K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #557 holding.
  • Crestwood Advisors Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 28 quarters since.
  • Crestwood Advisors Group's iShares Russell Mid-Cap Value ETF position peaked at $398K in Q2 2019.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.