First Foundation Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Foundation Advisors's IWS Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.2% in Q2 2026, buying an estimated $208K and bringing the position to 22,525 shares worth $3.71M. The position accounts for 0.13% of the portfolio, ranked #106.

First Foundation Advisors first reported a position in IWS in Q2 2023 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

• First Foundation Advisors held 22,525 shares of iShares Russell Mid-Cap Value ETF worth $3.71M as of Q2 2026.
• First Foundation Advisors bought 1,319 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $208K.
• iShares Russell Mid-Cap Value ETF made up 0.13% of First Foundation Advisors's portfolio in Q2 2026, its #106 holding.
• First Foundation Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
• 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.