Joel Adams & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Joel Adams & Associates’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	$295K	Sell	1,793 -9	-0.5%	-$1.42K	0.19%	57
2026 Q1	$263K	Buy	1,802 +6	+0.3%	+$891	0.2%	59
2025 Q4	$253K	Buy	+1,796	New	+$251K	0.19%	60

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

Joel Adams & Associates's IWS Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.5% in Q2 2026, selling an estimated $1.42K and leaving 1,793 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #57.

Joel Adams & Associates first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Joel Adams & Associates held 1,793 shares of iShares Russell Mid-Cap Value ETF worth $295K as of Q2 2026.
Joel Adams & Associates sold 9 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.42K.
iShares Russell Mid-Cap Value ETF made up 0.19% of Joel Adams & Associates's portfolio in Q2 2026, its #57 holding.
Joel Adams & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.