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 Q3	$352K	Buy	2,190 +1	+0%	+$168	0.06%	132
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%	+$65.6K	0.14%	82
2022 Q3	$367K	Buy	3,819 +92	+2%	+$9.8K	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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Aire Advisors's IWS Position: Q3 2026 in Review

Aire Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.05% in Q3 2026, buying an estimated $168 and bringing the position to 2,190 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #132.

Aire Advisors first reported a position in IWS in Q1 2022 and has held it in 19 quarters since. The position peaked at $470K in Q4 2022. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Aire Advisors held 2,190 shares of iShares Russell Mid-Cap Value ETF worth $352K as of Q3 2026.
Aire Advisors bought 1 iShares Russell Mid-Cap Value ETF share in Q3 2026, an estimated $168.
iShares Russell Mid-Cap Value ETF made up 0.06% of Aire Advisors's portfolio in Q3 2026, its #132 holding.
Aire Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
Aire Advisors's iShares Russell Mid-Cap Value ETF position peaked at $470K in Q4 2022.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.