HighTower Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.9M | Buy |
218,629
+84
| +0% | +$12.5K | 0.03% | 476 |
|
|
2025
Q4 | $30.8M | Buy |
218,545
+2,843
| +1% | +$397K | 0.03% | 476 |
|
|
2025
Q3 | $30.1M | Sell |
215,702
-2,079
| -1% | -$284K | 0.03% | 477 |
|
|
2025
Q2 | $28.8M | Sell |
217,781
-4,704
| -2% | -$590K | 0.04% | 466 |
|
|
2025
Q1 | $28M | Buy |
222,485
+58,787
| +36% | +$7.65M | 0.04% | 441 |
|
|
2024
Q4 | $21.2M | Buy |
163,698
+5,585
| +4% | +$748K | 0.03% | 509 |
|
|
2024
Q3 | $20.9M | Buy |
158,113
+4,928
| +3% | +$623K | 0.03% | 507 |
|
|
2024
Q2 | $18.5M | Buy |
153,185
+6,260
| +4% | +$761K | 0.03% | 522 |
|
|
2024
Q1 | $18.4M | Sell |
146,925
-14,565
| -9% | -$1.72M | 0.03% | 495 |
|
|
2023
Q4 | $18.8M | Buy |
161,490
+1,072
| +0.7% | +$114K | 0.03% | 487 |
|
|
2023
Q3 | $16.7M | Buy |
160,418
+29,280
| +22% | +$3.23M | 0.03% | 503 |
|
|
2023
Q2 | $14.4M | Buy |
131,138
+4,131
| +3% | +$435K | 0.03% | 535 |
|
|
2023
Q1 | $13.5M | Sell |
127,007
-6,752
| -5% | -$737K | 0.03% | 525 |
|
|
2022
Q4 | $14.1M | Buy |
133,759
+14,871
| +13% | +$1.56M | 0.03% | 500 |
|
|
2022
Q3 | $11.4M | Sell |
118,888
-4,071
| -3% | -$435K | 0.03% | 516 |
|
|
2022
Q2 | $12.5M | Sell |
122,959
-1,310
| -1% | -$146K | 0.03% | 494 |
|
|
2022
Q1 | $14.9M | Buy |
124,269
+6,530
| +6% | +$769K | 0.03% | 482 |
|
|
2021
Q4 | $14.4M | Buy |
117,739
+18,743
| +19% | +$2.24M | 0.03% | 476 |
|
|
2021
Q3 | $11.2M | Sell |
98,996
-406
| -0.4% | -$47K | 0.03% | 498 |
|
|
2021
Q2 | $11.4M | Buy |
99,402
+4,794
| +5% | +$550K | 0.03% | 467 |
|
|
2021
Q1 | $10.3M | Sell |
94,608
-5,760
| -6% | -$600K | 0.03% | 472 |
|
|
2020
Q4 | $9.74M | Buy |
100,368
+4,673
| +5% | +$421K | 0.04% | 378 |
|
|
2020
Q3 | $7.73M | Sell |
95,695
-33,252
| -26% | -$2.69M | 0.04% | 406 |
|
|
2020
Q2 | $9.87M | Sell |
128,947
-8,369
| -6% | -$609K | 0.05% | 322 |
|
|
2020
Q1 | $8.8M | Sell |
137,316
-21,286
| -13% | -$1.82M | 0.06% | 298 |
|
|
2019
Q4 | $15M | Buy |
158,602
+15,101
| +11% | +$1.38M | 0.09% | 238 |
|
|
2019
Q3 | $12.9M | Sell |
143,501
-6,046
| -4% | -$536K | 0.07% | 280 |
|
|
2019
Q2 | $13.3M | Buy |
149,547
+5,666
| +4% | +$498K | 0.08% | 268 |
|
|
2019
Q1 | $12.5M | Sell |
143,881
-6,555
| -4% | -$553K | 0.08% | 253 |
|
|
2018
Q4 | $11.5M | Buy |
150,436
+23,614
| +19% | +$1.98M | 0.09% | 235 |
|
|
2018
Q3 | $11.4M | Buy |
126,822
+2,616
| +2% | +$237K | 0.08% | 269 |
|
|
2018
Q2 | $11M | Buy |
124,206
+3,752
| +3% | +$330K | 0.09% | 256 |
|
|
2018
Q1 | $10.4M | Sell |
120,454
-596
| -0.5% | -$52.8K | 0.09% | 252 |
|
|
2017
Q4 | $10.8M | Sell |
121,050
-7,154
| -6% | -$622K | 0.09% | 248 |
|
|
2017
Q3 | $10.9M | Sell |
128,204
-1,012
| -0.8% | -$84.8K | 0.09% | 230 |
|
|
2017
Q2 | $10.9M | Buy |
129,216
+51,698
| +67% | +$4.3M | 0.1% | 229 |
|
|
2017
Q1 | $6.43M | Buy |
77,518
+19,988
| +35% | +$1.65M | 0.06% | 352 |
|
|
2016
Q4 | $4.63M | Buy |
57,530
+381
| +0.7% | +$29.7K | 0.05% | 405 |
|
|
2016
Q3 | $4.38M | Buy |
57,149
+4,393
| +8% | +$335K | 0.05% | 399 |
|
|
2016
Q2 | $3.92M | Sell |
52,756
-386
| -0.7% | -$28K | 0.05% | 406 |
|
|
2016
Q1 | $3.77M | Sell |
53,142
-646
| -1% | -$42.6K | 0.01% | 478 |
|
|
2015
Q4 | $3.7M | Buy |
53,788
+15,368
| +40% | +$1.08M | 0.04% | 414 |
|
|
2015
Q3 | $2.58M | Buy |
38,420
+2,477
| +7% | +$176K | 0.03% | 524 |
|
|
2015
Q2 | $2.65M | Buy |
35,943
+23,828
| +197% | +$1.8M | 0.04% | 456 |
|
|
2015
Q1 | $912K | Sell |
12,115
-18,892
| -61% | -$1.41M | 0.01% | 839 |
|
|
2014
Q4 | $2.29M | Buy |
31,007
+4,167
| +16% | +$299K | 0.04% | 539 |
|
|
2014
Q3 | $1.88M | Buy |
26,840
+4,731
| +21% | +$339K | 0.03% | 577 |
|
|
2014
Q2 | $1.63M | Buy |
22,109
+3,073
| +16% | +$214K | 0.03% | 625 |
|
|
2014
Q1 | $1.31M | Buy |
19,036
+5,293
| +39% | +$352K | 0.03% | 652 |
|
|
2013
Q4 | $903K | Buy |
13,743
+6,518
| +90% | +$415K | 0.02% | 739 |
|
|
2013
Q3 | $440K | Sell |
7,225
-2,514
| -26% | -$152K | 0.01% | 890 |
|
|
2013
Q2 | $564K | Buy |
+9,739
| New | +$564K | 0.02% | 762 |
|
Other funds holding IWS
TCIIS
FCBT
CB
HighTower Advisors's IWS Position: Q1 2026 in Review
HighTower Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.04% in Q1 2026, buying an estimated $12.5K and bringing the position to 218,629 shares worth $31.9M. The position accounts for 0.03% of the portfolio, ranked #476.
HighTower Advisors first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- HighTower Advisors held 218,629 shares of iShares Russell Mid-Cap Value ETF worth $31.9M as of Q1 2026.
- HighTower Advisors bought 84 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $12.5K.
- iShares Russell Mid-Cap Value ETF made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #476 holding.
- HighTower Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
- 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.