Investors Research Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Investors Research Corp’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	–	Sell	-259	Closed	-$36.5K	–	904
2025 Q4	$36.5K	Hold	259	–	–	0.01%	471
2025 Q3	$36.2K	Sell	259 -66	-20%	-$9.02K	0.01%	476
2025 Q2	$42.9K	Hold	325	–	–	0.01%	491
2025 Q1	$40.9K	Buy	325 +66	+25%	+$8.59K	0.01%	485
2024 Q4	$33.5K	Hold	259	–	–	0.01%	522
2024 Q3	$34.3K	Hold	259	–	–	0.01%	530
2024 Q2	$31.3K	Hold	259	–	–	0.01%	564
2024 Q1	$32.5K	Hold	259	–	–	0.01%	555
2023 Q4	$30.1K	Hold	259	–	–	0.01%	575
2023 Q3	$27K	Hold	259	–	–	0.01%	596
2023 Q2	$28.4K	Hold	259	–	–	0.01%	597
2023 Q1	$27.5K	Hold	259	–	–	0.01%	613
2022 Q4	$27.3K	Hold	259	–	–	0.01%	612
2022 Q3	$25K	Hold	259	–	–	0.01%	601
2022 Q2	$26K	Hold	259	–	–	0.01%	604
2022 Q1	$31K	Hold	259	–	–	0.01%	584
2021 Q4	$32K	Hold	259	–	–	0.01%	587
2021 Q3	$29K	Hold	259	–	–	0.01%	607
2021 Q2	$30K	Hold	259	–	–	0.01%	607
2021 Q1	$28K	Hold	259	–	–	0.01%	619
2020 Q4	$25K	Hold	259	–	–	0.01%	679
2020 Q3	$21K	Hold	259	–	–	0.01%	680
2020 Q2	$20K	Hold	259	–	–	0.01%	679
2020 Q1	$17K	Buy	259 +143	+123%	+$12.2K	0.01%	650
2019 Q4	$11K	Hold	116	–	–	0.01%	828
2019 Q3	$10K	Hold	116	–	–	0.01%	845
2019 Q2	$10K	Hold	116	–	–	0.01%	799
2019 Q1	$10K	Buy	+116	New	+$9.78K	0.01%	792

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

Investors Research Corp's IWS Position: Q1 2026 in Review

Investors Research Corp sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 259 shares — an estimated $36.5K sold.

Investors Research Corp first reported a position in IWS in Q1 2019 and held it in 28 quarters. The position peaked at $42.9K in Q2 2025. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Investors Research Corp reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 259 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $36.5K.
Investors Research Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 28 quarters.
Investors Research Corp's iShares Russell Mid-Cap Value ETF position peaked at $42.9K in Q2 2025.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.