KB
IWS icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Kimelman & Baird's IWS Position: Q1 2026 in Review

Kimelman & Baird held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 284 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Kimelman & Baird first reported a position in IWS in Q2 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Kimelman & Baird held 284 shares of iShares Russell Mid-Cap Value ETF worth $41.4K as of Q1 2026.
  • Kimelman & Baird left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #181 holding.
  • Kimelman & Baird first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.