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

Heartwood 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
-409
Closed -$57.1K – 406
2025
Q3 		$57.1K Buy
+409
New +$55.9K 0.01% 296

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heartwood Wealth Advisors's IWS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 409 shares — an estimated $57.1K sold.

Heartwood Wealth Advisors first reported a position in IWS in Q3 2025 and held it in 1 quarter. The position peaked at $57.1K in Q3 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 409 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $57.1K.
  • Heartwood Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $57.1K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.