James T. Borello’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

James T. Borello’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 Q3	$53.5K	Buy	+333	New	+$55.8K	0.01%	234

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

James T. Borello's IWS Position: Q3 2026 in Review

James T. Borello opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 333 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

486 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

James T. Borello held 333 shares of iShares Russell Mid-Cap Value ETF worth $53.5K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new James T. Borello position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of James T. Borello's portfolio in Q3 2026, its #234 holding.
486 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.