Independent Advisor Alliance’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Independent Advisor Alliance’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	$258K	Sell	1,565 -15,073	-91%	-$2.38M	0.01%	878
2026 Q1	$2.42M	Buy	16,638 +15,073	+963%	+$2.24M	0.03%	498
2025 Q4	$221K	Hold	1,565	–	–	0.01%	903
2025 Q3	$219K	Buy	+1,565	New	+$214K	0.01%	863
2025 Q1	–	Sell	-18,670	Closed	-$2.41M	–	1106
2024 Q4	$2.41M	Buy	+18,670	New	+$2.5M	0.03%	464
2024 Q3	–	Sell	-2,968	Closed	-$358K	–	737
2024 Q2	$358K	Hold	2,968	–	–	0.01%	529
2024 Q1	$372K	Hold	2,968	–	–	0.01%	520
2023 Q4	$345K	Hold	2,968	–	–	0.01%	514
2023 Q3	$310K	Buy	2,968 +898	+43%	+$99K	0.01%	512
2023 Q2	$227K	Hold	2,070	–	–	0.01%	587
2023 Q1	$220K	Hold	2,070	–	–	0.01%	590
2022 Q4	$218K	Buy	+2,070	New	+$217K	0.07%	141
2020 Q1	–	Sell	-13,612	Closed	-$1.29M	–	644
2019 Q4	$1.29M	Buy	+13,612	New	+$1.24M	0.06%	313

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Advisor Alliance's IWS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 91% in Q2 2026, selling an estimated $2.38M and leaving 1,565 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #878.

Independent Advisor Alliance first reported a position in IWS in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.42M in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Independent Advisor Alliance held 1,565 shares of iShares Russell Mid-Cap Value ETF worth $258K as of Q2 2026.
Independent Advisor Alliance sold 15,073 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.38M.
iShares Russell Mid-Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #878 holding.
Independent Advisor Alliance first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 13 quarters since.
Independent Advisor Alliance's iShares Russell Mid-Cap Value ETF position peaked at $2.42M in Q1 2026.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.