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

IFP 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 		$2.96M Buy
17,965
+3,306
+23% +$522K 0.05% 382
2026
Q1 		$2.14M Sell
14,659
-7,211
-33% -$1.07M 0.04% 433
2025
Q4 		$3.08M Buy
21,870
+7,219
+49% +$1.01M 0.07% 316
2025
Q3 		$2.05M Buy
14,651
+7,141
+95% +$976K 0.05% 378
2025
Q2 		$992K Sell
7,510
-178
-2% -$22.3K 0.03% 581
2025
Q1 		$969K Buy
7,688
+440
+6% +$57.3K 0.03% 560
2024
Q4 		$937K Buy
7,248
+19
+0.3% +$2.54K 0.03% 545
2024
Q3 		$956K Buy
7,229
+566
+8% +$71.5K 0.03% 489
2024
Q2 		$804K Buy
6,663
+684
+11% +$83.1K 0.03% 499
2024
Q1 		$749K Buy
5,979
+1,571
+36% +$185K 0.03% 488
2023
Q4 		$513K Sell
4,408
-3,457
-44% -$368K 0.02% 576
2023
Q3 		$821K Buy
7,865
+494
+7% +$54.4K 0.04% 443
2023
Q2 		$810K Buy
7,371
+52
+0.7% +$5.48K 0.03% 492
2023
Q1 		$510K Sell
7,319
-24,917
-77% -$2.72M 0.02% 604
2022
Q4 		$2.26M Buy
32,236
+1,490
+5% +$156K 0.06% 342
2022
Q3 		$2.15M Buy
30,746
+1,036
+3% +$111K 0.06% 369
2022
Q2 		$2.08M Hold
29,710
– – 0.07% 333
2022
Q1 		$2.08M Buy
29,710
+23,329
+366% +$2.75M 0.07% 333
2021
Q4 		$781K Buy
6,381
+1,002
+19% +$120K 0.02% 462
2021
Q3 		$613K Buy
5,379
+901
+20% +$104K 0.01% 527
2021
Q2 		$517K Buy
4,478
+933
+26% +$107K 0.01% 539
2021
Q1 		$387K Buy
3,545
+1,538
+77% +$160K 0.01% 600
2020
Q4 		$195K Buy
2,007
+20
+1% +$1.8K 0.01% 811
2020
Q3 		$160K Buy
1,987
+8
+0.4% +$648 0.01% 785
2020
Q2 		$151K Sell
1,979
-1,082
-35% -$78.8K 0.01% 771
2020
Q1 		$197K Sell
3,061
-853
-22% -$72.9K 0.02% 581
2019
Q4 		$367K Sell
3,914
-545
-12% -$49.8K 0.03% 495
2019
Q3 		$398K Buy
+4,459
New +$395K 0.03% 550
2019
Q1 		$326K Sell
3,745
-14,291
-79% -$1.21M 0.04% 359
2018
Q4 		$1.36M Sell
18,036
-6,257
-26% -$523K 0.08% 268
2018
Q3 		$2.19M Sell
24,293
-3,667
-13% -$332K 0.09% 234
2018
Q2 		$2.47M Sell
27,960
-460
-2% -$40.4K 0.1% 214
2018
Q1 		$2.53M Hold
28,420
– – 0.11% 205
2017
Q4 		$2.53M Buy
28,420
+1,073
+4% +$93.2K 0.11% 206
2017
Q3 		$2.32M Buy
27,347
+1,114
+4% +$93.4K 0.09% 237
2017
Q2 		$2.21M Buy
26,233
+3,072
+13% +$256K 0.09% 240
2017
Q1 		$1.92M Buy
23,161
+517
+2% +$42.7K 0.08% 266
2016
Q4 		$1.82M Buy
22,644
+2,741
+14% +$214K 0.09% 249
2016
Q3 		$1.53M Buy
19,903
+4,086
+26% +$312K 0.08% 266
2016
Q2 		$1.18M Buy
15,817
+12,072
+322% +$875K 0.07% 323
2016
Q1 		$326K Sell
3,745
-10,318
-73% -$680K 0.04% 359
2015
Q4 		$966K Buy
+14,063
New +$988K 0.06% 320

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP Advisors's IWS Position: Q2 2026 in Review

IFP Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q2 2026, buying an estimated $522K and bringing the position to 17,965 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #382.

IFP Advisors first reported a position in IWS in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.08M in Q4 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • IFP Advisors held 17,965 shares of iShares Russell Mid-Cap Value ETF worth $2.96M as of Q2 2026.
  • IFP Advisors bought 3,306 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $522K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #382 holding.
  • IFP Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell Mid-Cap Value ETF position peaked at $3.08M in Q4 2025.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.