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

JFS Wealth 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	$521K	Hold	3,168	–	–	0.03%	226
2026 Q1	$462K	Hold	3,168	–	–	0.03%	237
2025 Q4	$447K	Hold	3,168	–	–	0.03%	239
2025 Q3	$442K	Buy	3,168 +35	+1%	+$4.78K	0.03%	238
2025 Q2	$414K	Buy	3,133 +194	+7%	+$24.3K	0.03%	225
2025 Q1	$370K	Hold	2,939	–	–	0.03%	232
2024 Q4	$380K	Hold	2,939	–	–	0.03%	224
2024 Q3	$389K	Hold	2,939	–	–	0.03%	217
2024 Q2	$355K	Hold	2,939	–	–	0.03%	178
2024 Q1	$368K	Hold	2,939	–	–	0.03%	180
2023 Q4	$342K	Hold	2,939	–	–	0.03%	172
2023 Q3	$307K	Hold	2,939	–	–	0.03%	176
2023 Q2	$323K	Hold	2,939	–	–	0.03%	174
2023 Q1	$312K	Hold	2,939	–	–	0.03%	173
2022 Q4	$310K	Hold	2,939	–	–	0.03%	177
2022 Q3	$282K	Hold	2,939	–	–	0.03%	183
2022 Q2	$299K	Hold	2,939	–	–	0.03%	176
2022 Q1	$352K	Hold	2,939	–	–	0.03%	182
2021 Q4	$360K	Hold	2,939	–	–	0.03%	180
2021 Q3	$333K	Buy	+2,939	New	+$340K	0.03%	176

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 19.34% 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 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

JFS Wealth Advisors's IWS Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,168 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #226.

JFS Wealth Advisors first reported a position in IWS in Q3 2021 and has held it in 20 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

JFS Wealth Advisors held 3,168 shares of iShares Russell Mid-Cap Value ETF worth $521K as of Q2 2026.
JFS Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #226 holding.
JFS Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.