Rehmann Capital Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rehmann Capital Advisory Group’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	$1.76M	Sell	12,093 -184	-1%	-$27.3K	0.09%	157
2025 Q4	$1.73M	Buy	12,277 +72	+0.6%	+$10.1K	0.09%	158
2025 Q3	$1.7M	Buy	12,205 +10	+0.1%	+$1.37K	0.09%	151
2025 Q2	$1.61M	Sell	12,195 -207	-2%	-$26K	0.1%	144
2025 Q1	$1.56M	Sell	12,402 -123	-1%	-$16K	0.1%	152
2024 Q4	$1.62M	Buy	12,525 +369	+3%	+$49.4K	0.1%	148
2024 Q3	$1.61M	Sell	12,156 -168	-1%	-$21.2K	0.11%	150
2024 Q2	$1.49M	Buy	12,324 +7	+0.1%	+$851	0.11%	152
2024 Q1	$1.54M	Sell	12,317 -249	-2%	-$29.3K	0.12%	143
2023 Q4	$1.46M	Buy	12,566 +272	+2%	+$29K	0.12%	139
2023 Q3	$1.28M	Buy	12,294 +213	+2%	+$23.5K	0.12%	133
2023 Q2	$1.33M	Buy	12,081 +2,751	+29%	+$290K	0.12%	138
2023 Q1	$991K	Buy	9,330 +1,982	+27%	+$216K	0.09%	187
2022 Q4	$774K	Buy	7,348 +4,897	+200%	+$514K	0.08%	217
2022 Q3	$235K	Sell	2,451 -1,078	-31%	-$115K	0.03%	446
2022 Q2	$359K	Buy	3,529 +1,156	+49%	+$129K	0.04%	343
2022 Q1	$284K	Sell	2,373 -1,146	-33%	-$135K	0.03%	417
2021 Q4	$431K	Buy	+3,519	New	+$420K	0.04%	345
2019 Q3	–	Sell	-1,796	Closed	-$160K	–	1921
2019 Q2	$160K	Sell	1,796 -7	-0.4%	-$615	0.02%	480
2019 Q1	$157K	Buy	+1,803	New	+$152K	0.02%	467
2018 Q4	–	Sell	-1,769	Closed	-$160K	–	1997
2018 Q3	$160K	Buy	1,769 +423	+31%	+$38.3K	0.02%	464
2018 Q2	$119K	Buy	1,346 +54	+4%	+$4.75K	0.02%	511
2018 Q1	$112K	Sell	1,292 -1,561	-55%	-$138K	0.02%	511
2017 Q4	$254K	Buy	2,853 +5	+0.2%	+$434	0.04%	324
2017 Q3	$242K	Buy	2,848 +9	+0.3%	+$754	0.04%	316
2017 Q2	$239K	Sell	2,839 -4	-0.1%	-$333	0.05%	305
2017 Q1	$236K	Buy	2,843 +4	+0.1%	+$331	0.04%	333
2016 Q4	$228K	Buy	+2,839	New	+$221K	0.04%	335
2016 Q3	–	Sell	-3,663	Closed	-$272K	–	384
2016 Q2	$272K	Buy	+3,663	New	+$266K	0.05%	274
2015 Q3	–	Sell	-6,720	Closed	-$496K	–	352
2015 Q2	$496K	Buy	6,720 +660	+11%	+$49.7K	0.11%	156
2015 Q1	$456K	Buy	6,060 +294	+5%	+$21.9K	0.1%	169
2014 Q4	$425K	Sell	5,766 -778	-12%	-$55.9K	0.1%	177
2014 Q3	$458K	Buy	6,544 +616	+10%	+$44.2K	0.11%	159
2014 Q2	$430K	Buy	5,928 +826	+16%	+$57.6K	0.1%	164
2014 Q1	$351K	Buy	5,102 +274	+6%	+$18.2K	0.09%	180
2013 Q4	$317K	Buy	4,828 +485	+11%	+$30.9K	0.1%	195
2013 Q3	$265K	Buy	+4,343	New	+$262K	0.09%	209

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

Rehmann Capital Advisory Group's IWS Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q1 2026, selling an estimated $27.3K and leaving 12,093 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #157.

Rehmann Capital Advisory Group first reported a position in IWS in Q3 2013 and has held it in 37 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Rehmann Capital Advisory Group held 12,093 shares of iShares Russell Mid-Cap Value ETF worth $1.76M as of Q1 2026.
Rehmann Capital Advisory Group sold 184 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $27.3K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #157 holding.
Rehmann Capital Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2013 and has held it in 37 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.