Bellwether Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-9	Closed	-$1.19K	–	351
2025 Q2	$1.19K	Sell	9 -127,885	-100%	-$16M	﹤0.01%	523
2025 Q1	$16.1M	Buy	+127,894	New	+$16.7M	3.37%	5
2024 Q3	–	Sell	-44,176	Closed	-$5.33M	–	134
2024 Q2	$5.33M	Buy	+44,176	New	+$5.37M	1.12%	22
2023 Q4	–	Sell	-13,750	Closed	-$1.43M	–	126
2023 Q3	$1.43M	Buy	+13,750	New	+$1.52M	0.39%	58
2023 Q2	–	Sell	-97,843	Closed	-$10.4M	–	271
2023 Q1	$10.4M	Buy	+97,843	New	+$10.7M	2.85%	5

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bellwether Advisors's IWS Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 9 shares — an estimated $1.19K sold.

Bellwether Advisors first reported a position in IWS in Q1 2023 and held it in 5 quarters. The position peaked at $16.1M in Q1 2025. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Bellwether Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 9 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $1.19K.
Bellwether Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and held it in 5 quarters.
Bellwether Advisors's iShares Russell Mid-Cap Value ETF position peaked at $16.1M in Q1 2025.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.