Edgemoor Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Edgemoor Investment Advisors’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	$244K	Sell	1,670 -100	-6%	-$14.8K	0.02%	156
2025 Q4	$250K	Hold	1,770	–	–	0.02%	158
2025 Q3	$247K	Hold	1,770	–	–	0.02%	173
2025 Q2	$234K	Hold	1,770	–	–	0.02%	158
2025 Q1	$223K	Hold	1,770	–	–	0.02%	153
2024 Q4	$229K	Hold	1,770	–	–	0.02%	153
2024 Q3	$234K	Sell	1,770 -208	-11%	-$26.3K	0.02%	158
2024 Q2	$239K	Hold	1,978	–	–	0.02%	147
2024 Q1	$248K	Sell	1,978 -115	-5%	-$13.5K	0.02%	149
2023 Q4	$243K	Hold	2,093	–	–	0.03%	144
2023 Q3	$218K	Hold	2,093	–	–	0.03%	149
2023 Q2	$230K	Buy	2,093 +3	+0.1%	+$316	0.03%	148
2023 Q1	$222K	Buy	+2,090	New	+$228K	0.03%	148

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

Edgemoor Investment Advisors's IWS Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.6% in Q1 2026, selling an estimated $14.8K and leaving 1,670 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #156.

Edgemoor Investment Advisors first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $250K in Q4 2025. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Edgemoor Investment Advisors held 1,670 shares of iShares Russell Mid-Cap Value ETF worth $244K as of Q1 2026.
Edgemoor Investment Advisors sold 100 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $14.8K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #156 holding.
Edgemoor Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Edgemoor Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $250K in Q4 2025.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.