Advisortrust Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Advisortrust Partners’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	–	Sell	-60	Closed	-$8.74K	–	250
2026 Q1	$8.74K	Buy	+60	New	+$8.91K	﹤0.01%	243

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

Advisortrust Partners's IWS Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 60 shares — an estimated $8.74K sold.

Advisortrust Partners first reported a position in IWS in Q1 2026 and held it in 1 quarter. The position peaked at $8.74K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Advisortrust Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Advisortrust Partners sold 60 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.74K.
Advisortrust Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
Advisortrust Partners's iShares Russell Mid-Cap Value ETF position peaked at $8.74K in Q1 2026.
1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.