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

CarsonAllaria 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 Q3	–	Sell	-247	Closed	-$32.6K	–	209
2025 Q2	$32.6K	Hold	247	–	–	0.02%	161
2025 Q1	$31.1K	Hold	247	–	–	0.02%	162
2024 Q4	$31.9K	Hold	247	–	–	0.02%	162
2024 Q3	$32.7K	Hold	247	–	–	0.02%	161
2024 Q2	$29.8K	Sell	247 -1,348	-85%	-$164K	0.02%	155
2024 Q1	$200K	Buy	1,595 +1,348	+546%	+$159K	0.13%	66
2023 Q4	$28.7K	Buy	+247	New	+$26.3K	0.02%	147

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

CarsonAllaria Wealth Management's IWS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 247 shares — an estimated $32.6K sold.

CarsonAllaria Wealth Management first reported a position in IWS in Q4 2023 and held it in 7 quarters. The position peaked at $200K in Q1 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 247 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $32.6K.
CarsonAllaria Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and held it in 7 quarters.
CarsonAllaria Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $200K in Q1 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.