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

Capital Advisors Inc’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	$230K	Buy	+1,399	New	+$221K	﹤0.01%	336
2024 Q3	–	Sell	-1,818	Closed	-$220K	–	307
2024 Q2	$220K	Hold	1,818	–	–	﹤0.01%	288
2024 Q1	$228K	Hold	1,818	–	–	﹤0.01%	283
2023 Q4	$211K	Buy	+1,818	New	+$194K	﹤0.01%	277
2023 Q2	–	Sell	-1,956	Closed	-$208K	–	273
2023 Q1	$208K	Buy	+1,956	New	+$213K	0.01%	242

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

Capital Advisors Inc's IWS Position: Q2 2026 in Review

Capital Advisors Inc opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,399 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in IWS as recently as Q2 2024.

Capital Advisors Inc first reported a position in IWS in Q1 2023 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Capital Advisors Inc held 1,399 shares of iShares Russell Mid-Cap Value ETF worth $230K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Capital Advisors Inc position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #336 holding.
Capital Advisors Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 5 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.