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HUB Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

HUB Investment Partners’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 		$2.57M Buy
17,636
+11,604
+192% +$1.72M 0.06% 219
2025
Q4 		$851K Buy
6,032
+959
+19% +$134K 0.02% 343
2025
Q3 		$709K Sell
5,073
-294
-5% -$40.2K 0.02% 333
2025
Q2 		$709K Sell
5,367
-456
-8% -$57.2K 0.02% 317
2025
Q1 		$733K Sell
5,823
-98,725
-94% -$12.9M 0.03% 276
2024
Q4 		$13.5M Sell
104,548
-6,057
-5% -$811K 0.57% 46
2024
Q3 		$14.6M Sell
110,605
-8,817
-7% -$1.11M 0.64% 41
2024
Q2 		$14.4M Buy
119,422
+9,511
+9% +$1.16M 0.55% 34
2024
Q1 		$13.8M Buy
109,911
+426
+0.4% +$50.2K 0.75% 33
2023
Q4 		$12.7M Buy
109,485
+9,519
+10% +$1.01M 0.87% 28
2023
Q3 		$10.4M Buy
99,966
+384
+0.4% +$42.3K 1.57% 12
2023
Q2 		$10.9M Sell
99,582
-232
-0.2% -$24.4K 1.82% 8
2023
Q1 		$10.6M Buy
99,814
+463
+0.5% +$50.5K 2.19% 7
2022
Q4 		$10.5M Buy
99,351
+1,170
+1% +$123K 2.29% 8
2022
Q3 		$9.43M Buy
98,181
+1,115
+1% +$119K 2.84% 6
2022
Q2 		$9.86M Buy
97,066
+361
+0.4% +$40.4K 3.08% 5
2022
Q1 		$11.6M Buy
96,705
+576
+0.6% +$67.8K 2.72% 7
2021
Q4 		$11.8M Buy
96,129
+412
+0.4% +$49.2K 2.73% 6
2021
Q3 		$10.8M Buy
95,717
+419
+0.4% +$48.5K 2.58% 7
2021
Q2 		$11M Sell
95,298
-11,239
-11% -$1.29M 2.93% 6
2021
Q1 		$11.6M Sell
106,537
-2,179
-2% -$227K 3.43% 4
2020
Q4 		$8.79M Buy
+108,716
New +$9.8M 4% 4

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

HUB Investment Partners's IWS Position: Q1 2026 in Review

HUB Investment Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 192% in Q1 2026, buying an estimated $1.72M and bringing the position to 17,636 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #219.

HUB Investment Partners first reported a position in IWS in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.6M in Q3 2024. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • HUB Investment Partners held 17,636 shares of iShares Russell Mid-Cap Value ETF worth $2.57M as of Q1 2026.
  • HUB Investment Partners bought 11,604 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.72M.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of HUB Investment Partners's portfolio in Q1 2026, its #219 holding.
  • HUB Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's iShares Russell Mid-Cap Value ETF position peaked at $14.6M in Q3 2024.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.