Sunbelt Securities’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sunbelt Securities’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	$23K	Sell	158 -354	-69%	-$52.5K	﹤0.01%	1247
2025 Q4	$72.2K	Buy	512 +2	+0.4%	+$280	﹤0.01%	900
2025 Q3	$71.3K	Sell	510 -390	-43%	-$53.3K	﹤0.01%	913
2025 Q2	$116K	Buy	900 +742	+470%	+$93.1K	0.01%	733
2025 Q1	$19.9K	Sell	158 -742	-82%	-$96.6K	﹤0.01%	1122
2024 Q4	$116K	Buy	900 +11	+1%	+$1.47K	0.01%	731
2024 Q3	$118K	Hold	889	–	–	0.01%	724
2024 Q2	$107K	Sell	889 -3	-0.3%	-$365	0.01%	715
2024 Q1	$112K	Buy	+892	New	+$105K	0.01%	688
2023 Q3	–	Sell	-266	Closed	-$29.3K	–	1800
2023 Q2	$29.3K	Buy	266 +1	+0.4%	+$105	﹤0.01%	920
2023 Q1	$27.7K	Buy	+265	New	+$28.9K	﹤0.01%	875

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

Sunbelt Securities's IWS Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 69% in Q1 2026, selling an estimated $52.5K and leaving 158 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Sunbelt Securities first reported a position in IWS in Q1 2023 and has held it in 11 quarters since. The position peaked at $118K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Sunbelt Securities held 158 shares of iShares Russell Mid-Cap Value ETF worth $23K as of Q1 2026.
Sunbelt Securities sold 354 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $52.5K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1247 holding.
Sunbelt Securities first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
Sunbelt Securities's iShares Russell Mid-Cap Value ETF position peaked at $118K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.