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 Q3	$14.8K	Buy	+92	New	+$15.4K	﹤0.01%	469
2026 Q2	–	Sell	-92	Closed	-$13.4K	–	458
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Ashton Thomas Securities's IWS Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 92 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in IWS as recently as Q1 2026.

Ashton Thomas Securities first reported a position in IWS in Q3 2024 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Ashton Thomas Securities held 92 shares of iShares Russell Mid-Cap Value ETF worth $14.8K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new Ashton Thomas Securities position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ashton Thomas Securities's portfolio in Q3 2026, its #469 holding.
Ashton Thomas Securities first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
345 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.