Archer Investment Corporation’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Archer Investment Corporation’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	$73.2K	Hold	502	–	–	0.02%	465
2025 Q4	$70.8K	Hold	502	–	–	0.02%	426
2025 Q3	$70.1K	Sell	502 -22	-4%	-$3.01K	0.02%	438
2025 Q2	$69.2K	Hold	524	–	–	0.02%	429
2025 Q1	$66K	Hold	524	–	–	0.02%	425
2024 Q4	$67.8K	Hold	524	–	–	0.02%	406
2024 Q3	$69.3K	Hold	524	–	–	0.02%	398
2024 Q2	$63.3K	Hold	524	–	–	0.02%	397
2024 Q1	$65.7K	Hold	524	–	–	0.02%	381
2023 Q4	$60.9K	Hold	524	–	–	0.02%	372
2023 Q3	$54.7K	Hold	524	–	–	0.02%	370
2023 Q2	$57.6K	Hold	524	–	–	0.02%	360
2023 Q1	$55.6K	Hold	524	–	–	0.02%	365
2022 Q4	$55.2K	Buy	524 +105	+25%	+$11K	0.02%	343
2022 Q3	$40.2K	Hold	419	–	–	0.02%	367
2022 Q2	$42.6K	Hold	419	–	–	0.02%	364
2022 Q1	$49.5K	Hold	419	–	–	0.02%	367
2021 Q4	$51.3K	Hold	419	–	–	0.02%	366
2021 Q3	$47.5K	Buy	+419	New	+$48.5K	0.02%	362

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Archer Investment Corporation's IWS Position: Q1 2026 in Review

Archer Investment Corporation held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 502 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #465.

Archer Investment Corporation first reported a position in IWS in Q3 2021 and has held it in 19 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Archer Investment Corporation held 502 shares of iShares Russell Mid-Cap Value ETF worth $73.2K as of Q1 2026.
Archer Investment Corporation left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Archer Investment Corporation's portfolio in Q1 2026, its #465 holding.
Archer Investment Corporation first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.