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Unified Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Unified Investment Management’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 		$243K Hold
1,665
– – 0.25% 119
2025
Q4 		$235K Hold
1,665
– – 0.24% 118
2025
Q3 		$233K Hold
1,665
– – 0.23% 119
2025
Q2 		$220K Hold
1,665
– – 0.24% 113
2025
Q1 		$210K Hold
1,665
– – 0.25% 109
2024
Q4 		$215K Buy
+1,665
New +$223K 0.24% 106

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

Unified Investment Management's IWS Position: Q1 2026 in Review

Unified Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,665 shares worth $243K. The position accounts for 0.25% of the portfolio, ranked #119.

Unified Investment Management first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Unified Investment Management held 1,665 shares of iShares Russell Mid-Cap Value ETF worth $243K as of Q1 2026.
  • Unified Investment Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.25% of Unified Investment Management's portfolio in Q1 2026, its #119 holding.
  • Unified Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.