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

Westside 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 Q2	$32.9K	Hold	200	–	–	﹤0.01%	743
2026 Q1	$29.5K	Hold	200	–	–	﹤0.01%	747
2025 Q4	$28.5K	Hold	200	–	–	﹤0.01%	737
2025 Q3	$28K	Hold	200	–	–	﹤0.01%	738
2025 Q2	$26.8K	Buy	200 +104	+108%	+$13K	0.01%	589
2025 Q1	$12.1K	Hold	96	–	–	﹤0.01%	657
2024 Q4	$12.4K	Hold	96	–	–	﹤0.01%	647
2024 Q3	$12.1K	Hold	96	–	–	﹤0.01%	647
2024 Q2	$11.6K	Buy	+96	New	+$11.7K	﹤0.01%	638

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westside Investment Management's IWS Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 200 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Westside Investment Management first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 1,047 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Westside Investment Management held 200 shares of iShares Russell Mid-Cap Value ETF worth $32.9K as of Q2 2026.
Westside Investment Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #743 holding.
Westside Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,047 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.