IFG Advisory’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 | – | Sell |
-2,587
| Closed | -$365K | – | 627 |
|
|
2025
Q4 | $365K | Hold |
2,587
| – | – | 0.02% | 581 |
|
|
2025
Q3 | $361K | Buy |
2,587
+1
| +0% | +$137 | 0.02% | 581 |
|
|
2025
Q2 | $342K | Hold |
2,586
| – | – | 0.02% | 569 |
|
|
2025
Q1 | $326K | Sell |
2,586
-21
| -0.8% | -$2.73K | 0.02% | 539 |
|
|
2024
Q4 | $337K | Buy |
+2,607
| New | +$349K | 0.02% | 510 |
|
|
2024
Q3 | – | Sell |
-2,587
| Closed | -$312K | – | 510 |
|
|
2024
Q2 | $312K | Buy |
+2,587
| New | +$314K | 0.02% | 506 |
|
|
2024
Q1 | – | Sell |
-2,920
| Closed | -$340K | – | 478 |
|
|
2023
Q4 | $340K | Sell |
2,920
-126
| -4% | -$13.4K | 0.02% | 450 |
|
|
2023
Q3 | $318K | Buy |
+3,046
| New | +$336K | 0.03% | 426 |
|
|
2023
Q2 | – | Sell |
-2,925
| Closed | -$311K | – | 413 |
|
|
2023
Q1 | $311K | Buy |
2,925
+1
| +0% | +$109 | 0.03% | 399 |
|
|
2022
Q4 | $308K | Buy |
2,924
+189
| +7% | +$19.8K | 0.03% | 395 |
|
|
2022
Q3 | $262K | Buy |
2,735
+245
| +10% | +$26.2K | 0.02% | 442 |
|
|
2022
Q2 | $252K | Sell |
2,490
-541
| -18% | -$60.5K | 0.03% | 405 |
|
|
2022
Q1 | $362K | Hold |
3,031
| – | – | 0.04% | 366 |
|
|
2021
Q4 | $370K | Buy |
3,031
+1
| +0% | +$119 | 0.04% | 368 |
|
|
2021
Q3 | $343K | Hold |
3,030
| – | – | 0.04% | 370 |
|
|
2021
Q2 | $348K | Sell |
3,030
-71
| -2% | -$8.14K | 0.04% | 363 |
|
|
2021
Q1 | $339K | Sell |
3,101
-70
| -2% | -$7.29K | 0.04% | 375 |
|
|
2020
Q4 | $307K | Sell |
3,171
-1,250
| -28% | -$113K | 0.04% | 346 |
|
|
2020
Q3 | $357K | Sell |
4,421
-282
| -6% | -$22.8K | 0.06% | 290 |
|
|
2020
Q2 | $359K | Sell |
4,703
-376
| -7% | -$27.4K | 0.06% | 270 |
|
|
2020
Q1 | $325K | Buy |
5,079
+18
| +0.4% | +$1.54K | 0.07% | 250 |
|
|
2019
Q4 | $479K | Hold |
5,061
| – | – | 0.09% | 242 |
|
|
2019
Q3 | $453K | Sell |
5,061
-149
| -3% | -$13.2K | 0.09% | 243 |
|
|
2019
Q2 | $464K | Buy |
5,210
+1
| +0% | +$88 | 0.08% | 215 |
|
|
2019
Q1 | $452K | Buy |
5,209
+788
| +18% | +$66.5K | 0.09% | 212 |
|
|
2018
Q4 | $337K | Sell |
4,421
-375
| -8% | -$31.4K | 0.08% | 233 |
|
|
2018
Q3 | $432K | Sell |
4,796
-656
| -12% | -$59.4K | 0.08% | 233 |
|
|
2018
Q2 | $482K | Buy |
5,452
+169
| +3% | +$14.9K | 0.1% | 199 |
|
|
2018
Q1 | $456K | Sell |
5,283
-451
| -8% | -$40K | 0.1% | 196 |
|
|
2017
Q4 | $511K | Buy |
+5,734
| New | +$498K | 0.12% | 175 |
|
Other funds holding IWS
TCIIS
FCBT
CB
IFG Advisory's IWS Position: Q1 2026 in Review
IFG Advisory sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,587 shares — an estimated $365K sold.
IFG Advisory first reported a position in IWS in Q4 2017 and held it in 30 quarters. The position peaked at $511K in Q4 2017. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- IFG Advisory reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 2,587 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $365K.
- IFG Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 30 quarters.
- IFG Advisory's iShares Russell Mid-Cap Value ETF position peaked at $511K in Q4 2017.
- 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.