Kovitz Investment Group Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,627
| Closed | -$2.88M | – | 891 |
|
|
2025
Q3 | $2.88M | Sell |
20,627
-1,419
| -6% | -$194K | 0.01% | 567 |
|
|
2025
Q2 | $2.91M | Buy |
22,046
+18
| +0.1% | +$2.26K | 0.01% | 548 |
|
|
2025
Q1 | $2.77M | Sell |
22,028
-289
| -1% | -$37.6K | 0.01% | 517 |
|
|
2024
Q4 | $2.89M | Buy |
22,317
+1,492
| +7% | +$200K | 0.01% | 505 |
|
|
2024
Q3 | $1.3M | Sell |
20,825
-123
| -0.6% | -$15.5K | 0.01% | 567 |
|
|
2024
Q2 | $2.53M | Buy |
20,948
+10,695
| +104% | +$1.3M | 0.02% | 391 |
|
|
2024
Q1 | $1.29M | Buy |
10,253
+1,216
| +13% | +$143K | 0.02% | 367 |
|
|
2023
Q4 | $1.05M | Sell |
9,037
-25
| -0.3% | -$2.66K | 0.02% | 289 |
|
|
2023
Q3 | $946K | Sell |
9,062
-30
| -0.3% | -$3.31K | 0.02% | 289 |
|
|
2023
Q2 | $999K | Hold |
9,092
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $966K | Buy |
9,092
+1,000
| +12% | +$109K | 0.02% | 298 |
|
|
2022
Q4 | $852K | Sell |
8,092
-1,054
| -12% | -$111K | 0.02% | 298 |
|
|
2022
Q3 | $878K | Buy |
9,146
+4
| +0% | +$427 | 0.02% | 280 |
|
|
2022
Q2 | $929K | Sell |
9,142
-1,210
| -12% | -$135K | 0.02% | 297 |
|
|
2022
Q1 | $1.24M | Sell |
10,352
-3,720
| -26% | -$438K | 0.02% | 276 |
|
|
2021
Q4 | $1.36M | Buy |
14,072
+3,230
| +30% | +$386K | 0.03% | 242 |
|
|
2021
Q3 | $1.23M | Sell |
10,842
-1,544
| -12% | -$179K | 0.02% | 281 |
|
|
2021
Q2 | $1.42M | Sell |
12,386
-1,607
| -11% | -$184K | 0.03% | 265 |
|
|
2021
Q1 | $1.53M | Buy |
13,993
+196
| +1% | +$20.4K | 0.04% | 234 |
|
|
2020
Q4 | $1.34M | Sell |
13,797
-1,051
| -7% | -$94.8K | 0.03% | 240 |
|
|
2020
Q3 | $1.2M | Sell |
14,848
-644
| -4% | -$52.1K | 0.03% | 245 |
|
|
2020
Q2 | $1.19M | Sell |
15,492
-8,954
| -37% | -$652K | 0.04% | 237 |
|
|
2020
Q1 | $1.57M | Sell |
24,446
-3,178
| -12% | -$272K | 0.06% | 196 |
|
|
2019
Q4 | $2.62M | Sell |
27,624
-860
| -3% | -$78.6K | 0.08% | 176 |
|
|
2019
Q3 | $2.56M | Sell |
28,484
-516
| -2% | -$45.7K | 0.08% | 174 |
|
|
2019
Q2 | $2.58M | Sell |
29,000
-781
| -3% | -$68.6K | 0.08% | 168 |
|
|
2019
Q1 | $2.59M | Buy |
29,781
+26,725
| +875% | +$2.25M | 0.08% | 172 |
|
|
2018
Q4 | $233K | Sell |
3,056
-190
| -6% | -$15.9K | 0.01% | 246 |
|
|
2018
Q3 | $293K | Hold |
3,246
| – | – | 0.01% | 133 |
|
|
2018
Q2 | $287K | Hold |
3,246
| – | – | 0.01% | 131 |
|
|
2018
Q1 | $281K | Buy |
3,246
+190
| +6% | +$16.8K | 0.01% | 131 |
|
|
2017
Q4 | $272K | Hold |
3,056
| – | – | 0.01% | 139 |
|
|
2017
Q3 | $260K | Hold |
3,056
| – | – | 0.01% | 143 |
|
|
2017
Q2 | $257K | Hold |
3,056
| – | – | 0.01% | 145 |
|
|
2017
Q1 | $254K | Sell |
3,056
-1,000
| -25% | -$82.6K | 0.01% | 120 |
|
|
2016
Q4 | $326K | Hold |
4,056
| – | – | 0.02% | 103 |
|
|
2016
Q3 | $311K | Buy |
+4,056
| New | +$309K | 0.02% | 114 |
|
Other funds holding IWS
FCBT
Kovitz Investment Group Partners's IWS Position: Q4 2025 in Review
Kovitz Investment Group Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 20,627 shares — an estimated $2.88M sold.
Kovitz Investment Group Partners first reported a position in IWS in Q3 2016 and held it in 37 quarters. The position peaked at $2.91M in Q2 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.
- Kovitz Investment Group Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
- Kovitz Investment Group Partners sold 20,627 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $2.88M.
- Kovitz Investment Group Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2016 and held it in 37 quarters.
- Kovitz Investment Group Partners's iShares Russell Mid-Cap Value ETF position peaked at $2.91M in Q2 2025.
- 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.
Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.