Ironwood Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ironwood Investment Counsel’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	$2.46M	Sell	16,878 -2,100	-11%	-$312K	0.35%	73
2025 Q4	$2.68M	Buy	18,978 +14,275	+304%	+$2M	0.37%	69
2025 Q3	$657K	Buy	4,703 +2,005	+74%	+$274K	0.1%	159
2025 Q2	$357K	Buy	2,698 +725	+37%	+$90.9K	0.06%	194
2025 Q1	$249K	Hold	1,973	–	–	0.04%	213
2024 Q4	$255K	Hold	1,973	–	–	0.04%	215
2024 Q3	$261K	Hold	1,973	–	–	0.04%	223
2024 Q2	$238K	Hold	1,973	–	–	0.04%	230
2024 Q1	$247K	Hold	1,973	–	–	0.04%	232
2023 Q4	$229K	Hold	1,973	–	–	0.04%	227
2023 Q3	$206K	Hold	1,973	–	–	0.04%	232
2023 Q2	$217K	Hold	1,973	–	–	0.05%	193
2023 Q1	$210K	Sell	1,973 -32	-2%	-$3.49K	0.05%	198
2022 Q4	$211K	Buy	+2,005	New	+$210K	0.05%	197
2022 Q1	–	Sell	-1,653	Closed	-$202K	–	220
2021 Q4	$202K	Buy	+1,653	New	+$197K	0.05%	208

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

Ironwood Investment Counsel's IWS Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q1 2026, selling an estimated $312K and leaving 16,878 shares worth $2.46M. The position accounts for 0.35% of the portfolio, ranked #73.

Ironwood Investment Counsel first reported a position in IWS in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.68M in Q4 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Ironwood Investment Counsel held 16,878 shares of iShares Russell Mid-Cap Value ETF worth $2.46M as of Q1 2026.
Ironwood Investment Counsel sold 2,100 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $312K.
iShares Russell Mid-Cap Value ETF made up 0.35% of Ironwood Investment Counsel's portfolio in Q1 2026, its #73 holding.
Ironwood Investment Counsel first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
Ironwood Investment Counsel's iShares Russell Mid-Cap Value ETF position peaked at $2.68M in Q4 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.