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

Concurrent Investment 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 Q2	$4.53M	Buy	27,518 +21,744	+377%	+$3.43M	0.04%	455
2026 Q1	$842K	Buy	5,774 +430	+8%	+$63.8K	0.01%	949
2025 Q4	$754K	Buy	5,344 +1,943	+57%	+$272K	0.01%	957
2025 Q3	$475K	Buy	3,401 +513	+18%	+$70.1K	0.01%	939
2025 Q2	$382K	Buy	2,888 +1,298	+82%	+$163K	0.01%	959
2025 Q1	$200K	Sell	1,590 -9	-0.6%	-$1.17K	﹤0.01%	1132
2024 Q4	$207K	Sell	1,599 -26	-2%	-$3.48K	0.01%	979
2024 Q3	$215K	Buy	+1,625	New	+$205K	0.01%	919

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

Concurrent Investment Advisors's IWS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 377% in Q2 2026, buying an estimated $3.43M and bringing the position to 27,518 shares worth $4.53M. The position accounts for 0.04% of the portfolio, ranked #455.

Concurrent Investment Advisors first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Concurrent Investment Advisors held 27,518 shares of iShares Russell Mid-Cap Value ETF worth $4.53M as of Q2 2026.
Concurrent Investment Advisors bought 21,744 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.43M.
iShares Russell Mid-Cap Value ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #455 holding.
Concurrent Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.