B.O.S.S. Retirement Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

B.O.S.S. Retirement 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 Q2	$895K	Sell	5,437 -954	-15%	-$151K	0.24%	68
2026 Q1	$931K	Sell	6,391 -1,003	-14%	-$149K	0.28%	68
2025 Q4	$1.04M	Sell	7,394 -13,753	-65%	-$1.92M	0.33%	62
2025 Q3	$2.95M	Sell	21,147 -2,901	-12%	-$397K	0.71%	34
2025 Q2	$3.18M	Buy	24,048 +3,582	+18%	+$449K	0.8%	30
2025 Q1	$2.58M	Sell	20,466 -1,297	-6%	-$169K	0.75%	29
2024 Q4	$2.81M	Buy	21,763 +19,697	+953%	+$2.64M	0.79%	27
2024 Q3	$273K	Buy	+2,066	New	+$261K	0.06%	181
2024 Q1	–	Sell	-20,993	Closed	-$2.44M	–	186
2023 Q4	$2.44M	Sell	20,993 -489	-2%	-$52.1K	0.47%	62
2023 Q3	$2.24M	Buy	21,482 +3,063	+17%	+$338K	0.48%	59
2023 Q2	$2.02M	Buy	18,419 +2,411	+15%	+$254K	0.43%	73
2023 Q1	$1.7M	Buy	16,008 +922	+6%	+$101K	0.4%	102
2022 Q4	$1.59M	Buy	+15,086	New	+$1.58M	0.41%	103

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IWS Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 15% in Q2 2026, selling an estimated $151K and leaving 5,437 shares worth $895K. The position accounts for 0.24% of the portfolio, ranked #68.

B.O.S.S. Retirement Advisors first reported a position in IWS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.18M in Q2 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

B.O.S.S. Retirement Advisors held 5,437 shares of iShares Russell Mid-Cap Value ETF worth $895K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 954 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $151K.
iShares Russell Mid-Cap Value ETF made up 0.24% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #68 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's iShares Russell Mid-Cap Value ETF position peaked at $3.18M in Q2 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.