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

Aire 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	$360K	Hold	2,189	–	–	0.06%	131
2026 Q1	$319K	Buy	2,189 +2	+0.1%	+$297	0.06%	132
2025 Q4	$309K	Buy	2,187 +1	+0%	+$140	0.06%	125
2025 Q3	$305K	Buy	2,186 +2	+0.1%	+$273	0.06%	132
2025 Q2	$289K	Buy	2,184 +22	+1%	+$2.76K	0.06%	135
2025 Q1	$272K	Buy	2,162 +4	+0.2%	+$521	0.06%	129
2024 Q4	$279K	Buy	2,158 +6	+0.3%	+$803	0.06%	133
2024 Q3	$285K	Buy	2,152 +5	+0.2%	+$632	0.06%	120
2024 Q2	$259K	Buy	2,147 +144	+7%	+$17.5K	0.06%	129
2024 Q1	$251K	Buy	2,003 +3	+0.2%	+$353	0.06%	133
2023 Q4	$233K	Buy	2,000 +72	+4%	+$7.67K	0.06%	129
2023 Q3	$201K	Sell	1,928 -152	-7%	-$16.7K	0.05%	129
2023 Q2	$228K	Buy	2,080 +5	+0.2%	+$527	0.06%	120
2023 Q1	$220K	Sell	2,075 -2,369	-53%	-$258K	0.06%	121
2022 Q4	$470K	Buy	4,444 +625	+16%	+$65.5K	0.14%	82
2022 Q3	$367K	Buy	3,819 +92	+2%	+$9.83K	0.13%	90
2022 Q2	$378K	Buy	3,727 +467	+14%	+$52.2K	0.13%	91
2022 Q1	$390K	Buy	+3,260	New	+$384K	0.14%	86

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

Aire Advisors's IWS Position: Q2 2026 in Review

Aire Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,189 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #131.

Aire Advisors first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. The position peaked at $470K in Q4 2022. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Aire Advisors held 2,189 shares of iShares Russell Mid-Cap Value ETF worth $360K as of Q2 2026.
Aire Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.06% of Aire Advisors's portfolio in Q2 2026, its #131 holding.
Aire Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Aire Advisors's iShares Russell Mid-Cap Value ETF position peaked at $470K in Q4 2022.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.