Farther Finance Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Farther Finance 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	$7.2M	Buy	43,769 +24,891	+132%	+$3.93M	0.06%	298
2026 Q1	$2.77M	Buy	18,878 +3,506	+23%	+$520K	0.03%	520
2025 Q4	$2.17M	Buy	15,372 +3,294	+27%	+$461K	0.02%	553
2025 Q3	$1.69M	Buy	12,078 +7,084	+142%	+$968K	0.03%	516
2025 Q2	$660K	Sell	4,994 -1,165	-19%	-$146K	0.01%	775
2025 Q1	$777K	Buy	6,159 +3,396	+123%	+$442K	0.02%	608
2024 Q4	$357K	Sell	2,763 -227	-8%	-$30.4K	0.01%	732
2024 Q3	$395K	Buy	2,990 +137	+5%	+$17.3K	0.01%	690
2024 Q2	$341K	Buy	2,853 +140	+5%	+$17K	0.02%	620
2024 Q1	$338K	Buy	2,713 +1,199	+79%	+$141K	0.02%	492
2023 Q4	$176K	Sell	1,514 -176	-10%	-$18.8K	0.01%	593
2023 Q3	$176K	Buy	1,690 +546	+48%	+$60.2K	0.03%	413
2023 Q2	$126K	Buy	1,144 +71	+7%	+$7.48K	0.03%	393
2023 Q1	$114K	Buy	1,073 +168	+19%	+$18.3K	0.03%	372
2022 Q4	$95.3K	Buy	+905	New	+$94.9K	0.04%	336

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

Farther Finance Advisors's IWS Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 132% in Q2 2026, buying an estimated $3.93M and bringing the position to 43,769 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #298.

Farther Finance Advisors first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Farther Finance Advisors held 43,769 shares of iShares Russell Mid-Cap Value ETF worth $7.2M as of Q2 2026.
Farther Finance Advisors bought 24,891 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.93M.
iShares Russell Mid-Cap Value ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #298 holding.
Farther Finance Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.