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

Wittenberg 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 		$507K Hold
3,478
– – 0.19% 51
2025
Q4 		$491K Hold
3,478
– – 0.19% 50
2025
Q3 		$486K Hold
3,478
– – 0.19% 50
2025
Q2 		$460K Buy
+3,478
New +$436K 0.2% 50
2025
Q1 		– Sell
-3,478
Closed -$450K – 75
2024
Q4 		$450K Sell
3,478
-4,784
-58% -$640K 0.18% 52
2024
Q3 		$1.6M Sell
8,262
-5,000
-38% -$632K 0.51% 32
2024
Q2 		$1.6M Sell
13,262
-2,500
-16% -$304K 0.55% 33
2024
Q1 		$1.98M Sell
15,762
-5,000
-24% -$589K 0.67% 30
2023
Q4 		$2.41M Hold
20,762
– – 0.84% 29
2023
Q3 		$2.17M Sell
20,762
-3,000
-13% -$331K 0.79% 29
2023
Q2 		$2.61M Sell
23,762
-689
-3% -$72.6K 0.94% 24
2023
Q1 		$2.6M Buy
24,451
+114
+0.5% +$12.4K 0.97% 25
2022
Q4 		$2.56M Buy
24,337
+283
+1% +$29.7K 1.04% 24
2022
Q3 		$2.31M Sell
24,054
-1,102
-4% -$118K 0.98% 28
2022
Q2 		$2.56M Buy
25,156
+18,451
+275% +$2.06M 1.08% 22
2022
Q1 		$802K Buy
6,705
+25
+0.4% +$2.94K 0.3% 44
2021
Q4 		$817K Buy
6,680
+1,233
+23% +$147K 0.3% 44
2021
Q3 		$617K Buy
+5,447
New +$631K 0.24% 46

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

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

Wittenberg Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 3,478 shares worth $507K. The position accounts for 0.19% of the portfolio, ranked #51.

Wittenberg Investment Management first reported a position in IWS in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.61M in Q2 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Wittenberg Investment Management held 3,478 shares of iShares Russell Mid-Cap Value ETF worth $507K as of Q1 2026.
  • Wittenberg Investment Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.19% of Wittenberg Investment Management's portfolio in Q1 2026, its #51 holding.
  • Wittenberg Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 18 quarters since.
  • Wittenberg Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $2.61M in Q2 2023.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.