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 Q3	$982K	Sell	6,112 -685	-10%	-$115K	0.29%	19
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

ERTS Wealth Advisors's IWS Position: Q3 2026 in Review

ERTS Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q3 2026, selling an estimated $115K and leaving 6,112 shares worth $982K. The position accounts for 0.29% of the portfolio, ranked #19.

ERTS Wealth Advisors first reported a position in IWS in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.01M in Q1 2021. 414 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

ERTS Wealth Advisors held 6,112 shares of iShares Russell Mid-Cap Value ETF worth $982K as of Q3 2026.
ERTS Wealth Advisors sold 685 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $115K.
iShares Russell Mid-Cap Value ETF made up 0.29% of ERTS Wealth Advisors's portfolio in Q3 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 28 quarters since.
ERTS Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.01M in Q1 2021.
414 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.