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Freedom Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Freedom Investment 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 		$247K Sell
1,698
-30
-2% -$4.45K 0.07% 95
2025
Q4 		$244K Sell
1,728
-33
-2% -$4.61K 0.07% 105
2025
Q3 		$246K Sell
1,761
-12,918
-88% -$1.77M 0.07% 124
2025
Q2 		$1.94M Sell
14,679
-85
-0.6% -$10.7K 0.15% 109
2025
Q1 		$1.86M Sell
14,764
-1,253
-8% -$163K 0.16% 118
2024
Q4 		$2.07M Sell
16,017
-180
-1% -$24.1K 0.17% 100
2024
Q3 		$2.14M Sell
16,197
-1,673
-9% -$211K 0.17% 100
2024
Q2 		$2.16M Sell
17,870
-1,663
-9% -$202K 0.18% 93
2024
Q1 		$2.45M Sell
19,533
-1,995
-9% -$235K 0.2% 91
2023
Q4 		$2.5M Sell
21,528
-795
-4% -$84.7K 0.2% 89
2023
Q3 		$2.33M Sell
22,323
-1,772
-7% -$195K 0.28% 73
2023
Q2 		$2.65M Sell
24,095
-5,539
-19% -$583K 0.3% 67
2023
Q1 		$3.15M Sell
29,634
-1,197
-4% -$131K 0.36% 62
2022
Q4 		$3.25M Sell
30,831
-567
-2% -$59.5K 0.37% 59
2022
Q3 		$3.02M Sell
31,398
-1,103
-3% -$118K 0.35% 60
2022
Q2 		$3.3M Buy
32,501
+1,963
+6% +$219K 0.35% 60
2022
Q1 		$3.65M Sell
30,538
-40,641
-57% -$4.79M 0.33% 70
2021
Q4 		$8.71M Sell
71,179
-3,632
-5% -$434K 0.64% 19
2021
Q3 		$8.47M Sell
74,811
-1,464
-2% -$169K 0.65% 22
2021
Q2 		$8.77M Buy
76,275
+990
+1% +$114K 0.65% 20
2021
Q1 		$8.23M Buy
75,285
+15,697
+26% +$1.63M 0.64% 21
2020
Q4 		$5.78M Buy
59,588
+46,487
+355% +$4.19M 0.63% 29
2020
Q3 		$1.06M Sell
13,101
-684
-5% -$55.4K 0.12% 168
2020
Q2 		$1.05M Sell
13,785
-2,185
-14% -$159K 0.11% 159
2020
Q1 		$1.52M Sell
15,970
-512
-3% -$43.8K 0.13% 146
2019
Q4 		$1.56M Sell
16,482
-970
-6% -$88.6K 0.14% 149
2019
Q3 		$1.56M Sell
17,452
-581
-3% -$51.5K 0.14% 151
2019
Q2 		$1.61M Sell
18,033
-401
-2% -$35.2K 0.13% 154
2019
Q1 		$1.6M Sell
18,434
-107
-0.6% -$9.02K 0.13% 177
2018
Q4 		$1.42M Buy
18,541
+4,756
+35% +$398K 0.11% 192
2018
Q3 		$1.26M Sell
13,785
-531
-4% -$48.1K 0.08% 259
2018
Q2 		$1.27M Sell
14,316
-2,428
-15% -$213K 0.08% 282
2018
Q1 		$1.45M Buy
16,744
+12,558
+300% +$1.11M 0.07% 256
2017
Q4 		$373K Sell
4,186
-138
-3% -$12K 0.02% 776
2017
Q3 		$367K Buy
4,324
+578
+15% +$48.4K 0.02% 745
2017
Q2 		$315K Sell
3,746
-227
-6% -$18.9K 0.02% 768
2017
Q1 		$330K Sell
3,973
-72
-2% -$5.95K 0.02% 714
2016
Q4 		$325K Buy
4,045
+68
+2% +$5.3K 0.02% 657
2016
Q3 		$305K Sell
3,977
-480
-11% -$36.6K 0.02% 631
2016
Q2 		$331K Buy
4,457
+632
+17% +$45.8K 0.02% 552
2016
Q1 		$271K Sell
3,825
-298
-7% -$19.6K 0.02% 592
2015
Q4 		$283K Buy
4,123
+362
+10% +$25.4K 0.02% 577
2015
Q3 		$504K Sell
3,761
-348
-8% -$24.7K 0.05% 319
2015
Q2 		$303K Buy
4,109
+434
+12% +$32.7K 0.03% 492
2015
Q1 		$277K Buy
3,675
+29
+0.8% +$2.16K 0.03% 497
2014
Q4 		$269K Sell
3,646
-352
-9% -$25.3K 0.03% 450
2014
Q3 		$280K Buy
3,998
+360
+10% +$25.8K 0.05% 352
2014
Q2 		$264K Buy
3,638
+220
+6% +$15.3K 0.04% 375
2014
Q1 		$235K Sell
3,418
-3,980
-54% -$265K 0.05% 352
2013
Q4 		$486K Buy
7,398
+3,681
+99% +$234K 0.12% 163
2013
Q3 		$226K Buy
3,717
+20
+0.5% +$1.21K 0.06% 294
2013
Q2 		$214K Buy
+3,697
New +$214K 0.07% 261

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

Freedom Investment Management's IWS Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q1 2026, selling an estimated $4.45K and leaving 1,698 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #95.

Freedom Investment Management first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.77M in Q2 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Freedom Investment Management held 1,698 shares of iShares Russell Mid-Cap Value ETF worth $247K as of Q1 2026.
  • Freedom Investment Management sold 30 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $4.45K.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #95 holding.
  • Freedom Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $8.77M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.