IA
IWS icon

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

Invested 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 		$499K Sell
3,033
-119
-4% -$18.8K 0.44% 61
2026
Q1 		$459K Buy
3,152
+4
+0.1% +$594 0.46% 59
2025
Q4 		$444K Buy
+3,148
New +$440K 0.46% 63

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Invested Advisors's IWS Position: Q2 2026 in Review

Invested Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.8% in Q2 2026, selling an estimated $18.8K and leaving 3,033 shares worth $499K. The position accounts for 0.44% of the portfolio, ranked #61.

Invested Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Invested Advisors held 3,033 shares of iShares Russell Mid-Cap Value ETF worth $499K as of Q2 2026.
  • Invested Advisors sold 119 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.44% of Invested Advisors's portfolio in Q2 2026, its #61 holding.
  • Invested Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.