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City Center Advisors LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

City Center Advisors LLC’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 		$784K Sell
4,877
-12
-0.2% -$2.01K 0.6% 46
2026
Q2 		$805K Buy
4,889
+25
+0.5% +$3.94K 0.65% 38
2026
Q1 		$709K Buy
4,864
+99
+2% +$14.7K 0.66% 46
2025
Q4 		$672K Buy
4,765
+339
+8% +$47.4K 0.62% 47
2025
Q3 		$618K Buy
4,426
+198
+5% +$27.1K 0.6% 46
2025
Q2 		$559K Buy
4,228
+78
+2% +$9.78K 0.6% 32
2025
Q1 		$523K Sell
4,150
-190
-4% -$24.7K 0.61% 46
2024
Q4 		$561K Sell
4,340
-109
-2% -$14.6K 0.63% 38
2024
Q3 		$588K Sell
4,449
-65
-1% -$8.21K 0.65% 37
2024
Q2 		$566K Hold
4,514
– – 0.67% 37
2024
Q1 		$566K Buy
+4,514
New +$532K 0.67% 37

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

City Center Advisors LLC's IWS Position: Q3 2026 in Review

City Center Advisors LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.25% in Q3 2026, selling an estimated $2.01K and leaving 4,877 shares worth $784K. The position accounts for 0.6% of the portfolio, ranked #46.

City Center Advisors LLC first reported a position in IWS in Q1 2024 and has held it in 11 quarters since. The position peaked at $805K in Q2 2026. 56 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • City Center Advisors LLC held 4,877 shares of iShares Russell Mid-Cap Value ETF worth $784K as of Q3 2026.
  • City Center Advisors LLC sold 12 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $2.01K.
  • iShares Russell Mid-Cap Value ETF made up 0.6% of City Center Advisors LLC's portfolio in Q3 2026, its #46 holding.
  • City Center Advisors LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • City Center Advisors LLC's iShares Russell Mid-Cap Value ETF position peaked at $805K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.