Western Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Western Wealth Management's IWS Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.12% in Q1 2026, selling an estimated $891 and leaving 5,133 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #526.

Western Wealth Management first reported a position in IWS in Q2 2021 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

• Western Wealth Management held 5,133 shares of iShares Russell Mid-Cap Value ETF worth $748K as of Q1 2026.
• Western Wealth Management sold 6 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $891.
• iShares Russell Mid-Cap Value ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #526 holding.
• Western Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 15 quarters since.
• 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.