Koesten Hirschmann & Crabtree’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-1,108	Closed	-$155K	–	140
2025 Q3	$155K	Hold	1,108	–	–	0.07%	44
2025 Q2	$146K	Hold	1,108	–	–	0.08%	46
2025 Q1	$140K	Hold	1,108	–	–	0.08%	43
2024 Q4	$143K	Hold	1,108	–	–	0.08%	44
2024 Q3	$147K	Hold	1,108	–	–	0.09%	36
2024 Q2	$139K	Hold	1,108	–	–	0.09%	39
2024 Q1	$139K	Buy	+1,108	New	+$130K	0.09%	39

Other funds holding IWS

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IWS Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,108 shares — an estimated $155K sold.

Koesten Hirschmann & Crabtree first reported a position in IWS in Q1 2024 and held it in 7 quarters. The position peaked at $155K in Q3 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,108 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $155K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and held it in 7 quarters.
Koesten Hirschmann & Crabtree's iShares Russell Mid-Cap Value ETF position peaked at $155K in Q3 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.