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 Q2	$338K	Buy	2,051 +129	+7%	+$20.4K	0.15%	178
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 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

FSA Advisors's IWS Position: Q2 2026 in Review

FSA Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 2,051 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #178.

FSA Advisors first reported a position in IWS in Q2 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

FSA Advisors held 2,051 shares of iShares Russell Mid-Cap Value ETF worth $338K as of Q2 2026.
FSA Advisors bought 129 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $20.4K.
iShares Russell Mid-Cap Value ETF made up 0.15% of FSA Advisors's portfolio in Q2 2026, its #178 holding.
FSA Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.