RIAL
IWS icon

Rothwell Investment Advisors, LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$1.79K Buy
+11
New +$1.84K ﹤0.01% 1046

Other funds holding IWS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IWS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 11 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

635 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 11 shares of iShares Russell Mid-Cap Value ETF worth $1.79K as of Q3 2026.
  • iShares Russell Mid-Cap Value ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1046 holding.
  • 635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.