American Capital Advisory’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
$32.1K Hold
220
0.01% 248
2025
Q4
$31K Hold
220
0.01% 247
2025
Q3
$30.7K Hold
220
0.01% 237
2025
Q2
$29.1K Hold
220
0.01% 229
2025
Q1
$27.7K Hold
220
0.02% 234
2024
Q4
$28.5K Hold
220
0.02% 228
2024
Q3
$29.1K Buy
220
+110
+100% +$13.9K 0.02% 222
2024
Q2
$12.8K Hold
110
0.01% 242
2024
Q1
$11.7K Hold
110
0.01% 236
2023
Q4
$12.8K Buy
+110
New +$11.7K 0.01% 242

Other funds holding IWS

American Capital Advisory's IWS Position: Q1 2026 in Review

American Capital Advisory held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 220 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #248.

American Capital Advisory first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • American Capital Advisory held 220 shares of iShares Russell Mid-Cap Value ETF worth $32.1K as of Q1 2026.
  • American Capital Advisory left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of American Capital Advisory's portfolio in Q1 2026, its #248 holding.
  • American Capital Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.