Advisors Preferred’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
Q1
$5.58M Buy
+38,288
New +$5.68M 0.82% 30
2024
Q4
Sell
-60,879
Closed -$8M 238
2024
Q3
$8M Buy
+60,879
New +$7.69M 1.22% 25
2024
Q2
Sell
-132,840
Closed -$16.5M 196
2024
Q1
$16.5M Sell
132,840
-21,006
-14% -$2.47M 2.78% 7
2023
Q4
$17.9M Buy
153,846
+135,827
+754% +$14.5M 2.96% 6
2023
Q3
$1.85M Buy
+18,019
New +$1.99M 0.6% 36
2023
Q1
Sell
-20,381
Closed -$2.14M 233
2022
Q4
$2.14M Sell
20,381
-20,763
-50% -$2.18M 0.91% 22
2022
Q3
$4.06M Sell
41,144
-23,214
-36% -$2.48M 2.08% 5
2022
Q2
$6.54M Sell
64,358
-245,698
-79% -$27.5M 1.7% 12
2022
Q1
$37.3M Sell
310,056
-73,300
-19% -$8.63M 3% 11
2021
Q4
$46.9M Buy
+383,356
New +$45.8M 4.55% 6
2021
Q3
Sell
-482,854
Closed -$56M 207
2021
Q2
$56M Buy
482,854
+377,054
+356% +$43.2M 5.54% 5
2021
Q1
$11.7M Sell
105,800
-84,986
-45% -$8.85M 1.67% 15
2020
Q4
$18.2M Buy
+190,786
New +$17.2M 3.38% 5
2019
Q4
Sell
-135,984
Closed -$12.2M 279
2019
Q3
$12.2M Buy
+135,984
New +$12M 3.05% 8
2019
Q2
Sell
-119,848
Closed -$10.4M 248
2019
Q1
$10.4M Buy
119,848
+106,893
+825% +$9.01M 3.29% 8
2018
Q4
$989K Buy
+12,955
New +$1.08M 1.2% 30
2016
Q3
Sell
-182,404
Closed -$13.6M 223
2016
Q2
$13.6M Buy
182,404
+2,010
+1% +$146K 7.87% 3
2016
Q1
$12.8M Buy
+180,394
New +$11.9M 6.35% 5
2015
Q2
Sell
-31,179
Closed -$2.35M 246
2015
Q1
$2.35M Buy
+31,179
New +$2.33M 1.24% 22
2014
Q4
Sell
-60,728
Closed -$4.25M 310
2014
Q3
$4.25M Sell
60,728
-76,805
-56% -$5.51M 2.74% 11
2014
Q2
$9.99M Buy
137,533
+122,152
+794% +$8.52M 5.05% 1
2014
Q1
$1.06M Buy
+15,381
New +$1.02M 0.48% 67

Other funds holding IWS

Advisors Preferred's IWS Position: Q1 2026 in Review

Advisors Preferred opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 38,288 shares worth $5.58M. The stake represents 0.82% of the portfolio and ranks #30 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in IWS as recently as Q3 2024.

Advisors Preferred first reported a position in IWS in Q1 2014 and has held it in 22 quarters since. The position peaked at $56M in Q2 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Advisors Preferred held 38,288 shares of iShares Russell Mid-Cap Value ETF worth $5.58M as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new Advisors Preferred position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.82% of Advisors Preferred's portfolio in Q1 2026, its #30 holding.
  • Advisors Preferred first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and has held it in 22 quarters since.
  • Advisors Preferred's iShares Russell Mid-Cap Value ETF position peaked at $56M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.