BA
IWS icon

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

Blueline 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 		$1.66K Buy
10
+4
+67% +$671 ﹤0.01% 237
2026
Q2 		$1.04K Hold
6
– – ﹤0.01% 245
2026
Q1 		$925 Hold
6
– – ﹤0.01% 194
2025
Q4 		$896 Buy
+6
New +$839 ﹤0.01% 190

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
RFA
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
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blueline Advisors's IWS Position: Q3 2026 in Review

Blueline Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 67% in Q3 2026, buying an estimated $671 and bringing the position to 10 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Blueline Advisors first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Blueline Advisors held 10 shares of iShares Russell Mid-Cap Value ETF worth $1.66K as of Q3 2026.
  • Blueline Advisors bought 4 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $671.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Blueline Advisors's portfolio in Q3 2026, its #237 holding.
  • Blueline Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Blueline Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.