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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Joel Adams & Associates's IWS Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.33% in Q1 2026, buying an estimated $891 and bringing the position to 1,802 shares worth $263K. The position accounts for 0.2% of the portfolio, ranked #59.

Joel Adams & Associates first reported a position in IWS in Q4 2025 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Joel Adams & Associates held 1,802 shares of iShares Russell Mid-Cap Value ETF worth $263K as of Q1 2026.
  • Joel Adams & Associates bought 6 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $891.
  • iShares Russell Mid-Cap Value ETF made up 0.2% of Joel Adams & Associates's portfolio in Q1 2026, its #59 holding.
  • Joel Adams & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.