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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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 $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

ERTS Wealth Advisors's IWS Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q1 2026, selling an estimated $313K and leaving 7,036 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #18.

ERTS Wealth Advisors first reported a position in IWS in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.01M in Q1 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • ERTS Wealth Advisors held 7,036 shares of iShares Russell Mid-Cap Value ETF worth $1.03M as of Q1 2026.
  • ERTS Wealth Advisors sold 2,110 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $313K.
  • iShares Russell Mid-Cap Value ETF made up 0.33% of ERTS Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • ERTS Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 26 quarters since.
  • ERTS Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.01M in Q1 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.