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

Guerra 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 Q3	$162K	Buy	+1,157	New	+$158K	0.06%	96

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $79.5B AUM 27.1% 1-Year Est. Return

Guerra Advisors's IWS Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025: 1,157 shares worth $162K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings.

933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Guerra Advisors held 1,157 shares of iShares Russell Mid-Cap Value ETF worth $162K as of Q3 2025.
iShares Russell Mid-Cap Value ETF was a new Guerra Advisors position in Q3 2025.
iShares Russell Mid-Cap Value ETF made up 0.06% of Guerra Advisors's portfolio in Q3 2025, its #96 holding.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.