Financial Engines Advisors
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Financial Engines Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Financial Engines 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 		$3.14M Sell
21,554
-11
-0.1% -$1.63K 0.01% 178
2025
Q4 		$3.04M Buy
21,565
+934
+5% +$131K 0.01% 192
2025
Q3 		$2.88M Sell
20,631
-15
-0.1% -$2.05K 0.01% 194
2025
Q2 		$2.73M Buy
20,646
+4,309
+26% +$540K 0.01% 189
2025
Q1 		$2.06M Sell
16,337
-313
-2% -$40.8K ﹤0.01% 188
2024
Q4 		$2.15M Buy
16,650
+224
+1% +$30K ﹤0.01% 192
2024
Q3 		$2.17M Buy
16,426
+78
+0.5% +$9.86K ﹤0.01% 178
2024
Q2 		$1.97M Buy
16,348
+351
+2% +$42.7K ﹤0.01% 170
2024
Q1 		$2M Sell
15,997
-385
-2% -$45.3K ﹤0.01% 160
2023
Q4 		$1.91M Sell
16,382
-461
-3% -$49.1K ﹤0.01% 147
2023
Q3 		$1.77M Buy
16,843
+666
+4% +$73.4K ﹤0.01% 131
2023
Q2 		$1.78M Buy
16,177
+273
+2% +$28.8K ﹤0.01% 142
2023
Q1 		$1.69M Sell
15,904
-1,269
-7% -$138K ﹤0.01% 145
2022
Q4 		$1.81M Buy
17,173
+1,285
+8% +$135K 0.01% 132
2022
Q3 		$1.53M Sell
15,888
-486
-3% -$51.9K 0.01% 128
2022
Q2 		$1.66M Buy
16,374
+496
+3% +$55.5K 0.01% 126
2022
Q1 		$1.9M Buy
15,878
+13,363
+531% +$1.57M 0.01% 119
2021
Q4 		$308K Buy
2,515
+124
+5% +$14.8K ﹤0.01% 213
2021
Q3 		$270K Sell
2,391
-293
-11% -$33.9K ﹤0.01% 229
2021
Q2 		$309K Buy
2,684
+54
+2% +$6.19K ﹤0.01% 175
2021
Q1 		$287K Sell
2,630
-72
-3% -$7.5K ﹤0.01% 215
2020
Q4 		$262K Sell
2,702
-82
-3% -$7.39K ﹤0.01% 221
2020
Q3 		$225K Buy
+2,784
New +$225K ﹤0.01% 218
2018
Q2 		– Sell
-126
Closed -$11K – 152
2018
Q1 		$11K Buy
+126
New +$11.2K ﹤0.01% 99

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 $20.9B AUM 19.34% 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

Financial Engines Advisors's IWS Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.05% in Q1 2026, selling an estimated $1.63K and leaving 21,554 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #178.

Financial Engines Advisors first reported a position in IWS in Q1 2018 and has held it in 24 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Financial Engines Advisors held 21,554 shares of iShares Russell Mid-Cap Value ETF worth $3.14M as of Q1 2026.
  • Financial Engines Advisors sold 11 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.63K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #178 holding.
  • Financial Engines Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 24 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.