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 Q2	$237K	Buy	1,438 +25	+2%	+$3.94K	0.14%	129
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 $1.89T 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

Accelerate Investment Advisors's IWS Position: Q2 2026 in Review

Accelerate Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.8% in Q2 2026, buying an estimated $3.94K and bringing the position to 1,438 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #129.

Accelerate Investment Advisors first reported a position in IWS in Q3 2024 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Accelerate Investment Advisors held 1,438 shares of iShares Russell Mid-Cap Value ETF worth $237K as of Q2 2026.
Accelerate Investment Advisors bought 25 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.94K.
iShares Russell Mid-Cap Value ETF made up 0.14% of Accelerate Investment Advisors's portfolio in Q2 2026, its #129 holding.
Accelerate Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.