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

Kingswood 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 Q1	$772K	Buy	5,295 +60	+1%	+$8.91K	0.04%	433
2025 Q4	$738K	Sell	5,235 -59	-1%	-$8.25K	0.04%	416
2025 Q3	$739K	Buy	5,294 +3,380	+177%	+$462K	0.04%	367
2025 Q2	$253K	Buy	+1,914	New	+$240K	0.02%	619
2024 Q4	–	Sell	-3,177	Closed	-$420K	–	852
2024 Q3	$420K	Buy	+3,177	New	+$401K	0.03%	503

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Kingswood Wealth Advisors's IWS Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q1 2026, buying an estimated $8.91K and bringing the position to 5,295 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #433.

Kingswood Wealth Advisors first reported a position in IWS in Q3 2024 and has held it in 5 quarters since. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Kingswood Wealth Advisors held 5,295 shares of iShares Russell Mid-Cap Value ETF worth $772K as of Q1 2026.
Kingswood Wealth Advisors bought 60 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $8.91K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #433 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.