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Dynamic Advisor Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dynamic Advisor Solutions’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 		$387K Sell
2,354
-59
-2% -$9.31K 0.01% 768
2026
Q1 		$352K Buy
2,413
+247
+11% +$36.7K 0.01% 757
2025
Q4 		$306K Sell
2,166
-309
-12% -$43.2K 0.01% 773
2025
Q3 		$346K Buy
2,475
+800
+48% +$109K 0.01% 730
2025
Q2 		$221K Sell
1,675
-22
-1% -$2.76K 0.01% 831
2025
Q1 		$214K Sell
1,697
-30
-2% -$3.91K 0.01% 796
2024
Q4 		$223K Sell
1,727
-262
-13% -$35.1K 0.01% 595
2024
Q3 		$263K Buy
1,989
+1
+0.1% +$126 0.01% 799
2024
Q2 		$240K Sell
1,988
-323
-14% -$39.3K 0.01% 826
2024
Q1 		$290K Buy
2,311
+344
+17% +$40.5K 0.01% 772
2023
Q4 		$225K Buy
1,967
+24
+1% +$2.56K 0.01% 803
2023
Q3 		$203K Sell
1,943
-62
-3% -$6.83K 0.01% 780
2023
Q2 		$220K Sell
2,005
-148
-7% -$15.6K 0.01% 716
2023
Q1 		$229K Buy
2,153
+2
+0.1% +$218 0.01% 668
2022
Q4 		$227K Sell
2,151
-905
-30% -$94.9K 0.02% 635
2022
Q3 		$294K Sell
3,056
-66
-2% -$7.05K 0.02% 533
2022
Q2 		$317K Buy
+3,122
New +$349K 0.02% 510
2021
Q2 		– Sell
-1,875
Closed -$205K – 784
2021
Q1 		$205K Buy
+1,875
New +$195K 0.02% 616
2019
Q4 		– Sell
-2,413
Closed -$216K – 588
2019
Q3 		$216K Buy
+2,413
New +$214K 0.03% 453

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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 $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dynamic Advisor Solutions's IWS Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q2 2026, selling an estimated $9.31K and leaving 2,354 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #768.

Dynamic Advisor Solutions first reported a position in IWS in Q3 2019 and has held it in 19 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Dynamic Advisor Solutions held 2,354 shares of iShares Russell Mid-Cap Value ETF worth $387K as of Q2 2026.
  • Dynamic Advisor Solutions sold 59 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $9.31K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #768 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and has held it in 19 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.