Foster Victor Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Foster Victor Wealth 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 Q2	$379K	Sell	2,288 -39	-2%	-$6.15K	0.02%	202
2026 Q1	$357K	Buy	2,327 +47	+2%	+$6.98K	0.02%	195
2025 Q4	$338K	Hold	2,280	–	–	0.02%	190
2025 Q3	$321K	Buy	+2,280	New	+$312K	0.02%	173

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 19.28% 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

Foster Victor Wealth Advisors's IWS Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q2 2026, selling an estimated $6.15K and leaving 2,288 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #202.

Foster Victor Wealth Advisors first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Foster Victor Wealth Advisors held 2,288 shares of iShares Russell Mid-Cap Value ETF worth $379K as of Q2 2026.
Foster Victor Wealth Advisors sold 39 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.15K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #202 holding.
Foster Victor Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.