Elevated Capital Advisors
IWS icon

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

Elevated Capital 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
Q3 		$15.6K Hold
97
– – 0.01% 416
2026
Q2 		$16K Hold
97
– – ﹤0.01% 437
2026
Q1 		$14.1K Hold
97
– – ﹤0.01% 431
2025
Q4 		$13.7K Buy
+97
New +$13.6K ﹤0.01% 423

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Elevated Capital Advisors's IWS Position: Q3 2026 in Review

Elevated Capital Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 97 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #416.

Elevated Capital Advisors first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $16K in Q2 2026. 554 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Elevated Capital Advisors held 97 shares of iShares Russell Mid-Cap Value ETF worth $15.6K as of Q3 2026.
  • Elevated Capital Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #416 holding.
  • Elevated Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $16K in Q2 2026.
  • 554 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.