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ERTS Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

ERTS Wealth 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 		$1.12M Sell
6,797
-239
-3% -$37.7K 0.33% 19
2026
Q1 		$1.03M Sell
7,036
-2,110
-23% -$313K 0.33% 18
2025
Q4 		$1.29M Sell
9,146
-331
-3% -$46.3K 0.41% 18
2025
Q3 		$1.32M Sell
9,477
-28
-0.3% -$3.83K 0.43% 18
2025
Q2 		$1.26M Sell
9,505
-273
-3% -$34.2K 0.43% 19
2025
Q1 		$1.23M Sell
9,778
-1,419
-13% -$185K 0.24% 26
2024
Q4 		$1.45M Buy
11,197
+679
+6% +$90.9K 0.27% 27
2024
Q3 		$1.39M Sell
10,518
-110
-1% -$13.9K 0.26% 26
2024
Q2 		$1.28M Buy
10,628
+1
+0% +$122 0.26% 27
2024
Q1 		$1.33M Sell
10,627
-406
-4% -$47.8K 0.27% 24
2023
Q4 		$1.28M Sell
11,033
-414
-4% -$44.1K 0.28% 22
2023
Q3 		$1.19M Buy
11,447
+62
+0.5% +$6.83K 0.29% 22
2023
Q2 		$1.25M Buy
11,385
+419
+4% +$44.1K 0.29% 23
2023
Q1 		$1.16M Sell
10,966
-3,973
-27% -$433K 0.28% 24
2022
Q4 		$1.57M Sell
14,939
-719
-5% -$75.4K 0.41% 27
2022
Q3 		$1.5M Buy
15,658
+165
+1% +$17.6K 0.42% 24
2022
Q2 		$1.57M Buy
15,493
+75
+0.5% +$8.39K 0.45% 20
2022
Q1 		$1.84M Buy
15,418
+3,114
+25% +$367K 0.52% 19
2021
Q4 		$1.5M Buy
12,304
+10
+0.1% +$1.19K 0.36% 23
2021
Q3 		$1.39M Buy
12,294
+330
+3% +$38.2K 0.37% 25
2021
Q2 		$1.38M Sell
11,964
-6,423
-35% -$736K 0.37% 23
2021
Q1 		$2.01M Sell
18,387
-1,037
-5% -$108K 0.6% 20
2020
Q4 		$1.88M Buy
19,424
+602
+3% +$54.3K 0.61% 20
2020
Q3 		$1.52M Sell
18,822
-3,992
-17% -$323K 0.57% 22
2020
Q2 		$1.75M Sell
22,814
-2,630
-10% -$191K 0.71% 20
2020
Q1 		$1.63M Buy
+25,444
New +$2.18M 0.79% 21
2019
Q1 		– Sell
-2,187
Closed -$167K – 204
2018
Q4 		$167K Buy
+2,187
New +$183K 0.12% 83

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

ERTS Wealth Advisors's IWS Position: Q2 2026 in Review

ERTS Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.4% in Q2 2026, selling an estimated $37.7K and leaving 6,797 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #19.

ERTS Wealth Advisors first reported a position in IWS in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.01M in Q1 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • ERTS Wealth Advisors held 6,797 shares of iShares Russell Mid-Cap Value ETF worth $1.12M as of Q2 2026.
  • ERTS Wealth Advisors sold 239 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $37.7K.
  • iShares Russell Mid-Cap Value ETF made up 0.33% of ERTS Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • ERTS Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 27 quarters since.
  • ERTS Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.01M in Q1 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.