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

Arcadia Investment 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 		$11.6K Buy
+72
New +$12.1K ﹤0.01% 71

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Arcadia Investment Advisors's IWS Position: Q3 2026 in Review

Arcadia Investment Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 72 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #71 among its holdings.

153 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Arcadia Investment Advisors held 72 shares of iShares Russell Mid-Cap Value ETF worth $11.6K as of Q3 2026.
  • iShares Russell Mid-Cap Value ETF was a new Arcadia Investment Advisors position in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Arcadia Investment Advisors's portfolio in Q3 2026, its #71 holding.
  • 153 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.