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

Foundations Investment 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 		$1.15M Sell
6,984
-578
-8% -$91.2K 0.01% 535
2026
Q1 		$1.1M Buy
7,562
+310
+4% +$46K 0.01% 503
2025
Q4 		$1.02M Buy
7,252
+1,271
+21% +$178K 0.01% 507
2025
Q3 		$835K Buy
5,981
+26
+0.4% +$3.55K 0.01% 513
2025
Q2 		$787K Sell
5,955
-219
-4% -$27.5K 0.01% 486
2025
Q1 		$778K Sell
6,174
-1,279
-17% -$167K 0.01% 464
2024
Q4 		$964K Sell
7,453
-1,194
-14% -$160K 0.02% 406
2024
Q3 		$1.14M Buy
8,647
+2,372
+38% +$300K 0.02% 340
2024
Q2 		$758K Sell
6,275
-159
-2% -$19.3K 0.02% 401
2024
Q1 		$806K Buy
6,434
+38
+0.6% +$4.47K 0.02% 361
2023
Q4 		$740K Sell
6,396
-2,299
-26% -$245K 0.02% 359
2023
Q3 		$907K Buy
8,695
+423
+5% +$46.6K 0.03% 297
2023
Q2 		$909K Sell
8,272
-2,573
-24% -$271K 0.03% 279
2023
Q1 		$1.15M Sell
10,845
-902
-8% -$98.4K 0.04% 218
2022
Q4 		$1.24M Buy
11,747
+8,208
+232% +$861K 0.05% 185
2022
Q3 		$340K Sell
3,539
-126
-3% -$13.5K 0.01% 307
2022
Q2 		$375K Buy
3,665
+1,349
+58% +$151K 0.02% 273
2022
Q1 		$275K Sell
2,316
-28
-1% -$3.3K 0.01% 288
2021
Q4 		$288K Sell
2,344
-99
-4% -$11.8K 0.01% 280
2021
Q3 		$281K Sell
2,443
-36,907
-94% -$4.27M 0.01% 262
2021
Q2 		$4.56M Buy
39,350
+10,003
+34% +$1.15M 0.22% 46
2021
Q1 		$3.26M Sell
29,347
-85,144
-74% -$8.87M 0.19% 44
2020
Q4 		$11.5M Buy
+114,491
New +$10.3M 0.75% 15
2020
Q1 		– Sell
-11,318
Closed -$1.07M – 137
2019
Q4 		$1.07M Buy
11,318
+2,315
+26% +$211K 0.13% 69
2019
Q3 		$786K Buy
9,003
+3,458
+62% +$306K 0.1% 78
2019
Q2 		$501K Sell
5,545
-224,044
-98% -$19.7M 0.08% 85
2019
Q1 		$19.9M Sell
229,589
-252,737
-52% -$21.3M 3.46% 12
2018
Q4 		$41M Buy
+482,326
New +$40.4M 8.67% 4

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foundations Investment Advisors's IWS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.6% in Q2 2026, selling an estimated $91.2K and leaving 6,984 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #535.

Foundations Investment Advisors first reported a position in IWS in Q4 2018 and has held it in 28 quarters since. The position peaked at $41M in Q4 2018. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Foundations Investment Advisors held 6,984 shares of iShares Russell Mid-Cap Value ETF worth $1.15M as of Q2 2026.
  • Foundations Investment Advisors sold 578 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $91.2K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #535 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Foundations Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $41M in Q4 2018.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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