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

FSA 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
Q1 		$280K Buy
+1,922
New +$285K 0.18% 154
2025
Q4 		– Sell
-1,779
Closed -$249K – 228
2025
Q3 		$249K Sell
1,779
-279
-14% -$38.1K 0.2% 123
2025
Q2 		$272K Buy
+2,058
New +$258K 0.22% 133

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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 $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FSA Advisors's IWS Position: Q1 2026 in Review

FSA Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 1,922 shares worth $280K. The stake represents 0.18% of the portfolio and ranks #154 among its holdings. This is a return to the name: FSA Advisors previously reported a position in IWS as recently as Q3 2025.

FSA Advisors first reported a position in IWS in Q2 2025 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • FSA Advisors held 1,922 shares of iShares Russell Mid-Cap Value ETF worth $280K as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new FSA Advisors position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of FSA Advisors's portfolio in Q1 2026, its #154 holding.
  • FSA Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.