IHT Wealth Management’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 | $859K | Sell |
5,892
-113
| -2% | -$16.8K | 0.02% | 616 |
|
|
2025
Q4 | $847K | Buy |
6,005
+64
| +1% | +$8.95K | 0.02% | 587 |
|
|
2025
Q3 | $830K | Buy |
5,941
+44
| +0.7% | +$6.01K | 0.02% | 590 |
|
|
2025
Q2 | $779K | Buy |
5,897
+316
| +6% | +$39.6K | 0.02% | 570 |
|
|
2025
Q1 | $703K | Sell |
5,581
-447
| -7% | -$58.2K | 0.02% | 568 |
|
|
2024
Q4 | $780K | Buy |
6,028
+247
| +4% | +$33.1K | 0.03% | 537 |
|
|
2024
Q3 | $764K | Sell |
5,781
-118
| -2% | -$14.9K | 0.02% | 582 |
|
|
2024
Q2 | $712K | Sell |
5,899
-389
| -6% | -$47.3K | 0.03% | 528 |
|
|
2024
Q1 | $788K | Sell |
6,288
-598
| -9% | -$70.4K | 0.03% | 491 |
|
|
2023
Q4 | $801K | Buy |
6,886
+284
| +4% | +$30.3K | 0.04% | 448 |
|
|
2023
Q3 | $689K | Sell |
6,602
-189
| -3% | -$20.8K | 0.03% | 455 |
|
|
2023
Q2 | $746K | Buy |
6,791
+1,900
| +39% | +$200K | 0.04% | 417 |
|
|
2023
Q1 | $519K | Buy |
4,891
+284
| +6% | +$31K | 0.03% | 486 |
|
|
2022
Q4 | $485K | Sell |
4,607
-964
| -17% | -$101K | 0.03% | 502 |
|
|
2022
Q3 | $535K | Sell |
5,571
-503
| -8% | -$53.7K | 0.04% | 437 |
|
|
2022
Q2 | $617K | Sell |
6,074
-279
| -4% | -$31.2K | 0.05% | 333 |
|
|
2022
Q1 | $760K | Sell |
6,353
-114
| -2% | -$13.4K | 0.06% | 316 |
|
|
2021
Q4 | $791K | Sell |
6,467
-581
| -8% | -$69.4K | 0.06% | 314 |
|
|
2021
Q3 | $798K | Sell |
7,048
-113
| -2% | -$13.1K | 0.07% | 299 |
|
|
2021
Q2 | $823K | Sell |
7,161
-291
| -4% | -$33.4K | 0.05% | 373 |
|
|
2021
Q1 | $814K | Sell |
7,452
-369
| -5% | -$38.4K | 0.06% | 317 |
|
|
2020
Q4 | $758K | Sell |
7,821
-425
| -5% | -$38.3K | 0.06% | 298 |
|
|
2020
Q3 | $667K | Sell |
8,246
-576
| -7% | -$46.6K | 0.07% | 273 |
|
|
2020
Q2 | $675K | Sell |
8,822
-1,717
| -16% | -$125K | 0.09% | 229 |
|
|
2020
Q1 | $675K | Sell |
10,539
-449
| -4% | -$38.4K | 0.1% | 220 |
|
|
2019
Q4 | $1.04M | Sell |
10,988
-4,253
| -28% | -$389K | 0.12% | 190 |
|
|
2019
Q3 | $1.37M | Sell |
15,241
-3,366
| -18% | -$298K | 0.19% | 129 |
|
|
2019
Q2 | $1.66M | Sell |
18,607
-817
| -4% | -$71.8K | 0.24% | 98 |
|
|
2019
Q1 | $1.69M | Buy |
19,424
+2,826
| +17% | +$238K | 0.28% | 88 |
|
|
2018
Q4 | $1.27M | Buy |
16,598
+637
| +4% | +$53.3K | 0.24% | 105 |
|
|
2018
Q3 | $1.44M | Sell |
15,961
-80
| -0.5% | -$7.24K | 0.31% | 88 |
|
|
2018
Q2 | $1.42M | Sell |
16,041
-1,735
| -10% | -$152K | 0.36% | 69 |
|
|
2018
Q1 | $1.5M | Sell |
17,776
-819
| -4% | -$72.6K | 0.4% | 50 |
|
|
2017
Q4 | $1.68M | Buy |
18,595
+16,335
| +723% | +$1.42M | 0.45% | 47 |
|
|
2017
Q3 | $193K | Hold |
2,260
| – | – | 0.08% | 252 |
|
|
2017
Q2 | $3.7K | Buy |
2,260
+1,610
| +248% | +$134K | 1.79% | 5 |
|
|
2017
Q1 | $54K | Hold |
650
| – | – | 0.04% | 400 |
|
|
2016
Q4 | $53K | Buy |
+650
| New | +$50.6K | 0.04% | 384 |
|
Other funds holding IWS
TCIIS
FCBT
CB
IHT Wealth Management's IWS Position: Q1 2026 in Review
IHT Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q1 2026, selling an estimated $16.8K and leaving 5,892 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #616.
IHT Wealth Management first reported a position in IWS in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.69M in Q1 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- IHT Wealth Management held 5,892 shares of iShares Russell Mid-Cap Value ETF worth $859K as of Q1 2026.
- IHT Wealth Management sold 113 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $16.8K.
- iShares Russell Mid-Cap Value ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #616 holding.
- IHT Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.69M in Q1 2019.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.