Flagstar Advisors
IWS icon

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

Flagstar 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
Q3 		$342K Sell
2,125
-11
-0.5% -$1.84K 0.1% 152
2026
Q2 		$352K Sell
2,136
-249
-10% -$39.3K 0.11% 151
2026
Q1 		$348K Sell
2,385
-49
-2% -$7.27K 0.13% 133
2025
Q4 		$343K Sell
2,434
-112
-4% -$15.7K 0.11% 138
2025
Q3 		$356K Sell
2,546
-420
-14% -$57.4K 0.11% 144
2025
Q2 		$392K Sell
2,966
-40
-1% -$5.02K 0.11% 145
2025
Q1 		$379K Sell
3,006
-83
-3% -$10.8K 0.1% 155
2024
Q4 		$400K Sell
3,089
-11
-0.4% -$1.47K 0.1% 149
2024
Q3 		$410K Sell
3,100
-101
-3% -$12.8K 0.1% 150
2024
Q2 		$387K Sell
3,201
-386
-11% -$46.9K 0.11% 147
2024
Q1 		$450K Sell
3,587
-137
-4% -$16.1K 0.13% 132
2023
Q4 		$433K Sell
3,724
-54
-1% -$5.75K 0.14% 125
2023
Q3 		$396K Sell
3,778
-2,714
-42% -$299K 0.15% 115
2023
Q2 		$713K Sell
6,492
-3,785
-37% -$399K 0.27% 82
2023
Q1 		$1.09M Sell
10,277
-1,091
-10% -$119K 0.4% 61
2022
Q4 		$1.2M Buy
11,368
+70
+0.6% +$7.34K 0.42% 57
2022
Q3 		$1.09M Buy
11,298
+1,046
+10% +$112K 0.41% 55
2022
Q2 		$1.04M Sell
10,252
-1,613
-14% -$180K 0.38% 59
2022
Q1 		$1.42M Buy
11,865
+126
+1% +$14.8K 0.45% 53
2021
Q4 		$1.44M Buy
11,739
+14
+0.1% +$1.67K 0.44% 54
2021
Q3 		$1.33M Buy
+11,725
New +$1.36M 0.44% 55

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Flagstar Advisors's IWS Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.51% in Q3 2026, selling an estimated $1.84K and leaving 2,125 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #152.

Flagstar Advisors first reported a position in IWS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2021. 431 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Flagstar Advisors held 2,125 shares of iShares Russell Mid-Cap Value ETF worth $342K as of Q3 2026.
  • Flagstar Advisors sold 11 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.84K.
  • iShares Russell Mid-Cap Value ETF made up 0.1% of Flagstar Advisors's portfolio in Q3 2026, its #152 holding.
  • Flagstar Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.44M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.