Grey Fox Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-9	Closed	-$1.26K	–	383
2025 Q3	$1.26K	Buy	+9	New	+$1.23K	﹤0.01%	569

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Grey Fox Wealth Advisors's IWS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 9 shares — an estimated $1.26K sold.

Grey Fox Wealth Advisors first reported a position in IWS in Q3 2025 and held it in 1 quarter. The position peaked at $1.26K in Q3 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 9 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $1.26K.
Grey Fox Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.26K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.