Heritage Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.5M | Buy |
545,471
+5,789
| +1% | +$859K | 3.11% | 5 |
|
|
2025
Q4 | $76.1M | Buy |
539,682
+15,148
| +3% | +$2.12M | 2.91% | 7 |
|
|
2025
Q3 | $73.3M | Buy |
524,534
+9,143
| +2% | +$1.25M | 3.21% | 7 |
|
|
2025
Q2 | $68.1M | Buy |
515,391
+2,216
| +0.4% | +$278K | 3.23% | 5 |
|
|
2025
Q1 | $64.6M | Sell |
513,175
-1,448
| -0.3% | -$189K | 3.27% | 4 |
|
|
2024
Q4 | $66.6M | Buy |
514,623
+16,570
| +3% | +$2.22M | 3.3% | 6 |
|
|
2024
Q3 | $65.9M | Buy |
498,053
+17,404
| +4% | +$2.2M | 3.09% | 6 |
|
|
2024
Q2 | $58M | Buy |
480,649
+11,548
| +2% | +$1.4M | 2.62% | 9 |
|
|
2024
Q1 | $58.8M | Buy |
469,101
+1,447
| +0.3% | +$170K | 2.68% | 7 |
|
|
2023
Q4 | $54.4M | Sell |
467,654
-1,455
| -0.3% | -$155K | 2.7% | 6 |
|
|
2023
Q3 | $48.9M | Sell |
469,109
-1,258
| -0.3% | -$139K | 2.67% | 9 |
|
|
2023
Q2 | $51.7M | Buy |
470,367
+6,929
| +1% | +$730K | 2.73% | 9 |
|
|
2023
Q1 | $49.2M | Buy |
463,438
+6,550
| +1% | +$715K | 2.74% | 9 |
|
|
2022
Q4 | $48.1M | Sell |
456,888
-24,264
| -5% | -$2.54M | 2.79% | 6 |
|
|
2022
Q3 | $46.2M | Buy |
481,152
+15,858
| +3% | +$1.69M | 3.35% | 4 |
|
|
2022
Q2 | $47.3M | Buy |
465,294
+93,202
| +25% | +$10.4M | 3.28% | 4 |
|
|
2022
Q1 | $44.5M | Buy |
372,092
+150,186
| +68% | +$17.7M | 2.46% | 7 |
|
|
2021
Q4 | $27.2M | Buy |
221,906
+8,215
| +4% | +$981K | 1.49% | 11 |
|
|
2021
Q3 | $24.2M | Buy |
213,691
+4,423
| +2% | +$512K | 1.48% | 9 |
|
|
2021
Q2 | $24.1M | Buy |
209,268
+19,379
| +10% | +$2.22M | 1.48% | 9 |
|
|
2021
Q1 | $20.8M | Buy |
189,889
+14,785
| +8% | +$1.54M | 1.25% | 7 |
|
|
2020
Q4 | $17M | Sell |
175,104
-5,511
| -3% | -$497K | 1.06% | 9 |
|
|
2020
Q3 | $14.6M | Sell |
180,615
-4,911
| -3% | -$398K | 1.88% | 8 |
|
|
2020
Q2 | $14.2M | Sell |
185,526
-163
| -0.1% | -$11.9K | 1.99% | 8 |
|
|
2020
Q1 | $11.9M | Sell |
185,689
-28,336
| -13% | -$2.42M | 2.13% | 8 |
|
|
2019
Q4 | $20.3M | Buy |
214,025
+12,951
| +6% | +$1.18M | 2.68% | 7 |
|
|
2019
Q3 | $18M | Buy |
201,074
+7,725
| +4% | +$684K | 2.66% | 7 |
|
|
2019
Q2 | $17.2M | Sell |
193,349
-2,007
| -1% | -$176K | 2.64% | 8 |
|
|
2019
Q1 | $17M | Buy |
195,356
+4,744
| +2% | +$400K | 2.79% | 7 |
|
|
2018
Q4 | $14.6M | Buy |
190,612
+8,837
| +5% | +$739K | 2.84% | 7 |
|
|
2018
Q3 | $16.4M | Buy |
181,775
+21,342
| +13% | +$1.93M | 3.21% | 6 |
|
|
2018
Q2 | $14.2M | Buy |
160,433
+9,864
| +7% | +$867K | 5.31% | 4 |
|
|
2018
Q1 | $13M | Buy |
150,569
+10,286
| +7% | +$912K | 5.4% | 4 |
|
|
2017
Q4 | $12.5M | Sell |
140,283
-1,149
| -0.8% | -$99.8K | 5.35% | 4 |
|
|
2017
Q3 | $12M | Buy |
141,432
+169
| +0.1% | +$14.2K | 6.04% | 3 |
|
|
2017
Q2 | $11.9M | Buy |
141,263
+1,462
| +1% | +$122K | 6.15% | 3 |
|
|
2017
Q1 | $11.6M | Buy |
139,801
+2,732
| +2% | +$226K | 6.25% | 3 |
|
|
2016
Q4 | $11M | Buy |
137,069
+3,510
| +3% | +$273K | 7.2% | 3 |
|
|
2016
Q3 | $10.3M | Sell |
133,559
-2,616
| -2% | -$200K | 7.1% | 3 |
|
|
2016
Q2 | $10.1M | Buy |
136,175
+10,459
| +8% | +$758K | 6.83% | 3 |
|
|
2016
Q1 | $8.92M | Buy |
125,716
+3,696
| +3% | +$244K | 6.99% | 3 |
|
|
2015
Q4 | $8.37M | Sell |
122,020
-4,886
| -4% | -$343K | 7.06% | 3 |
|
|
2015
Q3 | $8.51M | Buy |
126,906
+2,264
| +2% | +$161K | 7.32% | 3 |
|
|
2015
Q2 | $9.19M | Buy |
124,642
+159
| +0.1% | +$12K | 7.63% | 3 |
|
|
2015
Q1 | $9.37M | Buy |
124,483
+2,780
| +2% | +$207K | 7.73% | 3 |
|
|
2014
Q4 | $8.98M | Buy |
121,703
+1,578
| +1% | +$113K | 8.02% | 3 |
|
|
2014
Q3 | $8.41M | Buy |
120,125
+2,161
| +2% | +$155K | 8.74% | 3 |
|
|
2014
Q2 | $8.56M | Sell |
117,964
-1,760
| -1% | -$123K | 9.17% | 3 |
|
|
2014
Q1 | $8.22M | Sell |
119,724
-15,728
| -12% | -$1.05M | 9.51% | 3 |
|
|
2013
Q4 | $8.9M | Buy |
+135,452
| New | +$8.62M | 11.22% | 3 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Heritage Wealth Advisors's IWS Position: Q1 2026 in Review
Heritage Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q1 2026, buying an estimated $859K and bringing the position to 545,471 shares worth $79.5M. The position accounts for 3.11% of the portfolio, ranked #5.
Heritage Wealth Advisors first reported a position in IWS in Q4 2013 and has held it in 50 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Heritage Wealth Advisors held 545,471 shares of iShares Russell Mid-Cap Value ETF worth $79.5M as of Q1 2026.
- Heritage Wealth Advisors bought 5,789 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $859K.
- iShares Russell Mid-Cap Value ETF made up 3.11% of Heritage Wealth Advisors's portfolio in Q1 2026, its #5 holding.
- Heritage Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.