Kimelman & Baird’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kimelman & Baird’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 Q2	$46.7K	Hold	284	–	–	﹤0.01%	178
2026 Q1	$41.4K	Hold	284	–	–	﹤0.01%	181
2025 Q4	$40.1K	Hold	284	–	–	﹤0.01%	182
2025 Q3	$39.7K	Hold	284	–	–	﹤0.01%	201
2025 Q2	$37.5K	Hold	284	–	–	﹤0.01%	209
2025 Q1	$35.8K	Hold	284	–	–	﹤0.01%	215
2024 Q4	$36.7K	Hold	284	–	–	﹤0.01%	217
2024 Q3	$37.6K	Hold	284	–	–	﹤0.01%	217
2024 Q2	$34.3K	Buy	+284	New	+$34.5K	﹤0.01%	219

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kimelman & Baird's IWS Position: Q2 2026 in Review

Kimelman & Baird held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 284 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Kimelman & Baird first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Kimelman & Baird held 284 shares of iShares Russell Mid-Cap Value ETF worth $46.7K as of Q2 2026.
Kimelman & Baird left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #178 holding.
Kimelman & Baird first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.