Avior Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Avior Wealth Management’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 Q2	$1.09M	Sell	6,639 -246	-4%	-$38.8K	0.03%	342
2026 Q1	$1M	Buy	6,885 +34	+0.5%	+$5.05K	0.03%	351
2025 Q4	$966K	Buy	6,851 +22	+0.3%	+$3.08K	0.03%	319
2025 Q3	$954K	Buy	6,829 +170	+3%	+$23.2K	0.03%	308
2025 Q2	$880K	Sell	6,659 -25	-0.4%	-$3.14K	0.03%	317
2025 Q1	$842K	Buy	6,684 +18	+0.3%	+$2.34K	0.03%	297
2024 Q4	$862K	Sell	6,666 -1,002	-13%	-$134K	0.03%	311
2024 Q3	$1.01M	Sell	7,668 -82	-1%	-$10.4K	0.04%	284
2024 Q2	$936K	Buy	7,750 +7,524	+3,329%	+$914K	0.04%	287
2024 Q1	$28.3K	Buy	+226	New	+$26.6K	﹤0.01%	1463
2023 Q1	–	Sell	-135	Closed	-$14.3K	–	1648
2022 Q4	$14.3K	Sell	135 -15	-10%	-$1.57K	﹤0.01%	802
2022 Q3	$14K	Buy	150 +16	+12%	+$1.71K	﹤0.01%	799
2022 Q2	$13K	Buy	134 +1	+0.8%	+$112	﹤0.01%	733
2022 Q1	$15K	Hold	133	–	–	﹤0.01%	766
2021 Q4	$16K	Sell	133 -51	-28%	-$6.09K	﹤0.01%	743
2021 Q3	$20K	Buy	+184	New	+$21.3K	﹤0.01%	664
2018 Q3	–	Sell	-38	Closed	-$3K	–	751
2018 Q2	$3K	Hold	38	–	–	﹤0.01%	694
2018 Q1	$3K	Buy	+38	New	+$3.37K	﹤0.01%	667

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Avior Wealth Management's IWS Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.6% in Q2 2026, selling an estimated $38.8K and leaving 6,639 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #342.

Avior Wealth Management first reported a position in IWS in Q1 2018 and has held it in 18 quarters since. 220 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Avior Wealth Management held 6,639 shares of iShares Russell Mid-Cap Value ETF worth $1.09M as of Q2 2026.
Avior Wealth Management sold 246 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $38.8K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #342 holding.
Avior Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 18 quarters since.
220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.