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Ashton Thomas Securities’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ashton Thomas Securities’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 		$13.4K Buy
+92
New +$13.7K ﹤0.01% 415
2025
Q4 		– Sell
-92
Closed -$12.8K – 378
2025
Q3 		$12.8K Buy
+92
New +$12.6K ﹤0.01% 375
2024
Q4 		– Sell
-92
Closed -$12.2K – 755
2024
Q3 		$12.2K Buy
+92
New +$11.6K ﹤0.01% 759

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

Ashton Thomas Securities's IWS Position: Q1 2026 in Review

Ashton Thomas Securities opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 92 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in IWS as recently as Q3 2025.

Ashton Thomas Securities first reported a position in IWS in Q3 2024 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Ashton Thomas Securities held 92 shares of iShares Russell Mid-Cap Value ETF worth $13.4K as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new Ashton Thomas Securities position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ashton Thomas Securities's portfolio in Q1 2026, its #415 holding.
  • Ashton Thomas Securities first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.