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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Aire Advisors's IWS Position: Q1 2026 in Review

Aire Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.09% in Q1 2026, buying an estimated $297 and bringing the position to 2,189 shares worth $319K. 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 17 quarters since. The position peaked at $470K in Q4 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Aire Advisors held 2,189 shares of iShares Russell Mid-Cap Value ETF worth $319K as of Q1 2026.
  • Aire Advisors bought 2 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $297.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Aire Advisors's portfolio in Q1 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 17 quarters since.
  • Aire Advisors's iShares Russell Mid-Cap Value ETF position peaked at $470K in Q4 2022.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.