Accelerate Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Accelerate Investment Advisors’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	$206K	Buy	+1,413	New	+$210K	0.14%	126
2025 Q2	–	Sell	-1,861	Closed	-$234K	–	123
2025 Q1	$234K	Buy	1,861 +219	+13%	+$28.5K	0.2%	88
2024 Q4	$212K	Buy	1,642 +27	+2%	+$3.61K	0.19%	91
2024 Q3	$214K	Buy	+1,615	New	+$204K	0.21%	78

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Accelerate Investment Advisors's IWS Position: Q1 2026 in Review

Accelerate Investment Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 1,413 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings. This is a return to the name: Accelerate Investment Advisors previously reported a position in IWS as recently as Q1 2025.

Accelerate Investment Advisors first reported a position in IWS in Q3 2024 and has held it in 4 quarters since. The position peaked at $234K in Q1 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Accelerate Investment Advisors held 1,413 shares of iShares Russell Mid-Cap Value ETF worth $206K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new Accelerate Investment Advisors position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.14% of Accelerate Investment Advisors's portfolio in Q1 2026, its #126 holding.
Accelerate Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
Accelerate Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $234K in Q1 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.