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Financial Advocates Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-2,091
Closed -$276K – 335
2025
Q2 		$276K Sell
2,091
-818
-28% -$103K 0.02% 519
2025
Q1 		$366K Sell
2,909
-235
-7% -$30.6K 0.03% 506
2024
Q4 		$407K Sell
3,144
-2,991
-49% -$400K 0.02% 519
2024
Q3 		$713K Buy
6,135
+3,003
+96% +$379K 0.04% 375
2024
Q2 		$378K Buy
3,132
+1,220
+64% +$148K 0.02% 513
2024
Q1 		$240K Sell
1,912
-414
-18% -$48.8K 0.01% 669
2023
Q4 		$249K Sell
2,326
-6,709
-74% -$715K 0.02% 630
2023
Q3 		$947K Buy
9,035
+5,749
+175% +$634K 0.07% 279
2023
Q2 		$361K Buy
3,286
+95
+3% +$10K 0.03% 470
2023
Q1 		$339K Sell
3,191
-803
-20% -$87.6K 0.02% 518
2022
Q4 		$421K Sell
3,994
-31
-0.8% -$3.25K 0.03% 483
2022
Q3 		$387K Buy
4,025
+26
+0.7% +$2.78K 0.03% 481
2022
Q2 		$406K Sell
3,999
-425
-10% -$47.5K 0.03% 436
2022
Q1 		$529K Buy
4,424
+846
+24% +$99.6K 0.03% 424
2021
Q4 		$438K Buy
3,578
+10
+0.3% +$1.19K 0.03% 517
2021
Q3 		$404K Buy
3,568
+74
+2% +$8.57K 0.03% 526
2021
Q2 		$402K Buy
3,494
+1,515
+77% +$174K 0.03% 532
2021
Q1 		$201K Sell
1,979
-6,186
-76% -$644K 0.01% 713
2020
Q4 		$493K Buy
8,165
+4,742
+139% +$428K 0.03% 454
2020
Q3 		$276K Buy
3,423
+203
+6% +$16.4K 0.02% 493
2020
Q2 		$316K Buy
+3,220
New +$234K 0.03% 454
2020
Q1 		– Sell
-5,359
Closed -$508K – 516
2019
Q4 		$508K Buy
5,359
+1,314
+32% +$120K 0.05% 308
2019
Q3 		$363K Sell
4,045
-1,358
-25% -$120K 0.04% 345
2019
Q2 		$482K Buy
5,403
+1,223
+29% +$107K 0.06% 297
2019
Q1 		$363K Buy
+4,180
New +$353K 0.05% 331

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's IWS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 2,091 shares — an estimated $276K sold.

Financial Advocates Investment Management first reported a position in IWS in Q1 2019 and held it in 25 quarters. The position peaked at $947K in Q3 2023. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,091 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $276K.
  • Financial Advocates Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 25 quarters.
  • Financial Advocates Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $947K in Q3 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.