Eubel Brady & Suttman Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Eubel Brady & Suttman Asset 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 Q2	$220K	Buy	+1,335	New	+$211K	0.03%	114
2021 Q3	–	Sell	-1,335	Closed	-$146K	–	207
2021 Q2	$146K	Sell	1,335 -1,335	-50%	-$153K	0.01%	211
2021 Q1	$292K	Buy	+2,670	New	+$278K	0.03%	90

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's IWS Position: Q2 2026 in Review

Eubel Brady & Suttman Asset Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,335 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings. This is a return to the name: Eubel Brady & Suttman Asset Management previously reported a position in IWS as recently as Q2 2021.

Eubel Brady & Suttman Asset Management first reported a position in IWS in Q1 2021 and has held it in 3 quarters since. The position peaked at $292K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Eubel Brady & Suttman Asset Management held 1,335 shares of iShares Russell Mid-Cap Value ETF worth $220K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Eubel Brady & Suttman Asset Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Eubel Brady & Suttman Asset Management's portfolio in Q2 2026, its #114 holding.
Eubel Brady & Suttman Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 3 quarters since.
Eubel Brady & Suttman Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $292K in Q1 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.