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

EverSource 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	$611K	Buy	3,711 +76	+2%	+$12K	0.02%	496
2026 Q1	$530K	Sell	3,635 -1,160	-24%	-$172K	0.02%	586
2025 Q4	$676K	Buy	4,795 +49	+1%	+$6.85K	0.02%	441
2025 Q3	$663K	Sell	4,746 -13	-0.3%	-$1.78K	0.03%	415
2025 Q2	$629K	Sell	4,759 -8,148	-63%	-$1.02M	0.03%	386
2025 Q1	$1.63M	Sell	12,907 -258	-2%	-$33.6K	0.09%	178
2024 Q4	$1.7M	Sell	13,165 -950	-7%	-$127K	0.1%	166
2024 Q3	$1.87M	Sell	14,115 -3,072	-18%	-$388K	0.12%	146
2024 Q2	$2.2M	Buy	17,187 +6,084	+55%	+$739K	0.15%	124
2024 Q1	$1.32M	Buy	11,103 +8,030	+261%	+$946K	0.1%	156
2023 Q4	$357K	Buy	3,073 +361	+13%	+$38.5K	0.03%	307
2023 Q3	$283K	Buy	2,712 +5	+0.2%	+$551	0.03%	320
2023 Q2	$297K	Sell	2,707 -245	-8%	-$25.8K	0.03%	314
2023 Q1	$314K	Buy	2,952 +328	+13%	+$35.8K	0.04%	291
2022 Q4	$276K	Buy	2,624 +2,597	+9,619%	+$272K	0.04%	297
2022 Q3	$3K	Buy	+27	New	+$2.88K	﹤0.01%	1545

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EverSource Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.1% in Q2 2026, buying an estimated $12K and bringing the position to 3,711 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #496.

EverSource Wealth Advisors first reported a position in IWS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.2M in Q2 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

EverSource Wealth Advisors held 3,711 shares of iShares Russell Mid-Cap Value ETF worth $611K as of Q2 2026.
EverSource Wealth Advisors bought 76 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $12K.
iShares Russell Mid-Cap Value ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #496 holding.
EverSource Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.2M in Q2 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.