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

Capital A 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
2025
Q2 		– Sell
-219
Closed -$27.6K – 645
2025
Q1 		$27.6K Sell
219
-30
-12% -$3.91K 0.03% 200
2024
Q4 		$32.2K Buy
+249
New +$33.3K 0.05% 190

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital A Wealth Management's IWS Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 219 shares — an estimated $27.6K sold.

Capital A Wealth Management first reported a position in IWS in Q4 2024 and held it in 2 quarters. The position peaked at $32.2K in Q4 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 219 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $27.6K.
  • Capital A Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $32.2K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.