Advisornet Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $738K | Sell |
4,482
-316
| -7% | -$49.9K | 0.03% | 335 |
|
|
2026
Q1 | $699K | Sell |
4,798
-127
| -3% | -$18.9K | 0.04% | 313 |
|
|
2025
Q4 | $695K | Sell |
4,925
-263
| -5% | -$36.8K | 0.04% | 324 |
|
|
2025
Q3 | $725K | Sell |
5,188
-460
| -8% | -$62.9K | 0.04% | 312 |
|
|
2025
Q2 | $746K | Sell |
5,648
-12,805
| -69% | -$1.61M | 0.05% | 289 |
|
|
2025
Q1 | $2.32M | Buy |
18,453
+167
| +0.9% | +$21.7K | 0.17% | 137 |
|
|
2024
Q4 | $2.37M | Buy |
18,286
+1,599
| +10% | +$214K | 0.2% | 109 |
|
|
2024
Q3 | $2.21M | Buy |
16,687
+426
| +3% | +$53.8K | 0.16% | 139 |
|
|
2024
Q2 | $1.96M | Buy |
16,261
+1,747
| +12% | +$212K | 0.18% | 130 |
|
|
2024
Q1 | $1.82M | Buy |
14,514
+1,160
| +9% | +$137K | 0.17% | 135 |
|
|
2023
Q4 | $1.55M | Buy |
13,354
+6,113
| +84% | +$651K | 0.14% | 168 |
|
|
2023
Q3 | $756K | Sell |
7,241
-20,871
| -74% | -$2.3M | 0.07% | 241 |
|
|
2023
Q2 | $3.09M | Sell |
28,112
-1,231
| -4% | -$130K | 0.26% | 95 |
|
|
2023
Q1 | $3.12M | Sell |
29,343
-3,209
| -10% | -$350K | 0.29% | 89 |
|
|
2022
Q4 | $3.43M | Sell |
32,552
-3,292
| -9% | -$345K | 0.34% | 74 |
|
|
2022
Q3 | $3.44M | Buy |
35,844
+4,919
| +16% | +$525K | 0.34% | 72 |
|
|
2022
Q2 | $3.14M | Buy |
30,925
+443
| +1% | +$49.5K | 0.31% | 86 |
|
|
2022
Q1 | $3.65M | Buy |
30,482
+1,225
| +4% | +$144K | 0.23% | 104 |
|
|
2021
Q4 | $3.58M | Buy |
29,257
+2,198
| +8% | +$262K | 0.22% | 109 |
|
|
2021
Q3 | $3.06M | Sell |
27,059
-5,632
| -17% | -$652K | 0.21% | 102 |
|
|
2021
Q2 | $3.76M | Buy |
32,691
+675
| +2% | +$77.4K | 0.25% | 95 |
|
|
2021
Q1 | $3.5M | Sell |
32,016
-24,653
| -44% | -$2.57M | 0.25% | 91 |
|
|
2020
Q4 | $5.5M | Buy |
56,669
+25
| +0% | +$2.25K | 0.44% | 47 |
|
|
2020
Q3 | $4.58M | Sell |
56,644
-3,559
| -6% | -$288K | 0.39% | 53 |
|
|
2020
Q2 | $4.61M | Sell |
60,203
-3,125
| -5% | -$227K | 0.37% | 62 |
|
|
2020
Q1 | $4.06M | Buy |
63,328
+5,633
| +10% | +$482K | 0.37% | 61 |
|
|
2019
Q4 | $5.47M | Buy |
57,695
+6,682
| +13% | +$610K | 0.46% | 45 |
|
|
2019
Q3 | $4.58M | Buy |
51,013
+2,563
| +5% | +$227K | 0.42% | 55 |
|
|
2019
Q2 | $4.32M | Buy |
48,450
+1,603
| +3% | +$141K | 0.48% | 42 |
|
|
2019
Q1 | $4.07M | Buy |
46,847
+2,461
| +6% | +$208K | 0.5% | 39 |
|
|
2018
Q4 | $3.39M | Buy |
44,386
+2,054
| +5% | +$172K | 0.47% | 39 |
|
|
2018
Q3 | $3.82M | Buy |
42,332
+1,368
| +3% | +$124K | 0.48% | 39 |
|
|
2018
Q2 | $3.63M | Buy |
40,964
+1,422
| +4% | +$125K | 0.49% | 34 |
|
|
2018
Q1 | $3.42M | Buy |
39,542
+2,276
| +6% | +$202K | 0.47% | 37 |
|
|
2017
Q4 | $3.32M | Buy |
+37,266
| New | +$3.24M | 0.5% | 37 |
|
Other funds holding IWS
TCIIS
FCBT
Advisornet Financial's IWS Position: Q2 2026 in Review
Advisornet Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.6% in Q2 2026, selling an estimated $49.9K and leaving 4,482 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #335.
Advisornet Financial first reported a position in IWS in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.5M in Q4 2020. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Advisornet Financial held 4,482 shares of iShares Russell Mid-Cap Value ETF worth $738K as of Q2 2026.
- Advisornet Financial sold 316 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $49.9K.
- iShares Russell Mid-Cap Value ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #335 holding.
- Advisornet Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares Russell Mid-Cap Value ETF position peaked at $5.5M in Q4 2020.
- 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.