GLOBALT Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GLOBALT Investments’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	$36.9M	Buy	252,907 +17,725	+8%	+$2.63M	1.31%	15
2025 Q4	$33.2M	Sell	235,182 -3,303	-1%	-$462K	1.21%	18
2025 Q3	$33.3M	Sell	238,485 -3,764	-2%	-$514K	1.22%	18
2025 Q2	$32M	Sell	242,249 -7,340	-3%	-$921K	1.23%	18
2025 Q1	$31.4M	Sell	249,589 -6,307	-2%	-$821K	1.28%	16
2024 Q4	$33.1M	Sell	255,896 -8,351	-3%	-$1.12M	1.27%	17
2024 Q3	$34.9M	Sell	264,247 -10,616	-4%	-$1.34M	1.31%	16
2024 Q2	$33.2M	Buy	274,863 +2,599	+1%	+$316K	1.33%	16
2024 Q1	$34.1M	Sell	272,264 -1,577	-0.6%	-$186K	1.36%	17
2023 Q4	$31.8M	Buy	+273,841	New	+$29.2M	1.32%	19

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 $18.1B AUM 15% 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

GLOBALT Investments's IWS Position: Q1 2026 in Review

GLOBALT Investments increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.5% in Q1 2026, buying an estimated $2.63M and bringing the position to 252,907 shares worth $36.9M. The position accounts for 1.31% of the portfolio, ranked #15.

GLOBALT Investments first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

GLOBALT Investments held 252,907 shares of iShares Russell Mid-Cap Value ETF worth $36.9M as of Q1 2026.
GLOBALT Investments bought 17,725 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $2.63M.
iShares Russell Mid-Cap Value ETF made up 1.31% of GLOBALT Investments's portfolio in Q1 2026, its #15 holding.
GLOBALT Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.