Blake Schutter Theil Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Blake Schutter Theil Wealth 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 Q3	$742K	Hold	4,615	–	–	0.51%	46
2026 Q2	$760K	Hold	4,615	–	–	0.51%	44
2026 Q1	$673K	Hold	4,615	–	–	0.55%	46
2025 Q4	$651K	Buy	4,615 +86	+2%	+$12K	0.54%	44
2025 Q3	$633K	Hold	4,529	–	–	0.63%	44
2025 Q2	$598K	Hold	4,529	–	–	0.68%	46
2025 Q1	$571K	Hold	4,529	–	–	0.65%	48
2024 Q4	$586K	Hold	4,529	–	–	0.62%	42
2024 Q3	$599K	Buy	+4,529	New	+$572K	0.43%	66

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 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

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IWS Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 4,615 shares worth $742K. The position accounts for 0.51% of the portfolio, ranked #46.

Blake Schutter Theil Wealth Advisors first reported a position in IWS in Q3 2024 and has held it in 9 quarters since. The position peaked at $760K in Q2 2026. 681 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 4,615 shares of iShares Russell Mid-Cap Value ETF worth $742K as of Q3 2026.
Blake Schutter Theil Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.51% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #46 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $760K in Q2 2026.
681 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.