Focus Partners Advisor Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Focus Partners Advisor Solutions’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	$5.44M	Sell	33,039 -846	-2%	-$133K	0.05%	178
2026 Q1	$4.94M	Sell	33,885 -7,927	-19%	-$1.18M	0.05%	172
2025 Q4	$5.9M	Sell	41,812 -591	-1%	-$82.6K	0.07%	129
2025 Q3	$5.92M	Buy	42,403 +3,216	+8%	+$440K	0.07%	149
2025 Q2	$5.18M	Sell	39,187 -656	-2%	-$82.3K	0.07%	141
2025 Q1	$5.02M	Buy	39,843 +113	+0.3%	+$14.7K	0.08%	127
2024 Q4	$5.14M	Buy	39,730 +33,339	+522%	+$4.46M	0.09%	113
2024 Q3	$845K	Sell	6,391 -90	-1%	-$11.4K	0.02%	316
2024 Q2	$783K	Sell	6,481 -1,279	-16%	-$155K	0.02%	281
2024 Q1	$973K	Buy	7,760 +4,535	+141%	+$534K	0.03%	245
2023 Q4	$375K	Buy	+3,225	New	+$344K	0.02%	295

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

Focus Partners Advisor Solutions's IWS Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.5% in Q2 2026, selling an estimated $133K and leaving 33,039 shares worth $5.44M. The position accounts for 0.05% of the portfolio, ranked #178.

Focus Partners Advisor Solutions first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.92M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Focus Partners Advisor Solutions held 33,039 shares of iShares Russell Mid-Cap Value ETF worth $5.44M as of Q2 2026.
Focus Partners Advisor Solutions sold 846 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $133K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #178 holding.
Focus Partners Advisor Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's iShares Russell Mid-Cap Value ETF position peaked at $5.92M in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.