IBEX Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

IBEX Wealth Advisors’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	Buy	+1,698	New	+$252K	0.02%	195
2025 Q4	–	Sell	-1,685	Closed	-$235K	–	161
2025 Q3	$235K	Buy	1,685 +7	+0.4%	+$957	0.02%	190
2025 Q2	$222K	Buy	+1,678	New	+$210K	0.02%	184
2025 Q1	–	Sell	-1,666	Closed	-$215K	–	170
2024 Q4	$215K	Buy	+1,666	New	+$223K	0.03%	196

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 $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 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

IBEX Wealth Advisors's IWS Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 1,698 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IWS as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IWS in Q4 2024 and has held it in 4 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

IBEX Wealth Advisors held 1,698 shares of iShares Russell Mid-Cap Value ETF worth $247K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new IBEX Wealth Advisors position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of IBEX Wealth Advisors's portfolio in Q1 2026, its #195 holding.
IBEX Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.