Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-248	Closed	-$35K	–	425
2025 Q4	$35K	Buy	+248	New	+$34.7K	﹤0.01%	368
2025 Q2	–	Sell	-248	Closed	-$31.2K	–	439
2025 Q1	$31.2K	Hold	248	–	–	﹤0.01%	362
2024 Q4	$32.1K	Hold	248	–	–	0.01%	358
2024 Q3	$32.8K	Hold	248	–	–	0.01%	350
2024 Q2	$29.9K	Hold	248	–	–	0.01%	337
2024 Q1	$31.1K	Hold	248	–	–	0.01%	339
2023 Q4	$28.8K	Hold	248	–	–	0.01%	327
2023 Q3	$25.9K	Hold	248	–	–	0.01%	339
2023 Q2	$27.2K	Hold	248	–	–	0.01%	338
2023 Q1	$26.3K	Hold	248	–	–	0.01%	339
2022 Q4	$26.1K	Hold	248	–	–	0.01%	310
2022 Q3	$24K	Hold	248	–	–	0.01%	317
2022 Q2	$25K	Hold	248	–	–	0.01%	319
2022 Q1	$30K	Hold	248	–	–	0.01%	315
2021 Q4	$30K	Hold	248	–	–	0.01%	308
2021 Q3	$28K	Hold	248	–	–	0.01%	314
2021 Q2	$29K	Hold	248	–	–	0.01%	337
2021 Q1	$27K	Hold	248	–	–	0.01%	323
2020 Q4	$24K	Hold	248	–	–	0.01%	326
2020 Q3	$20K	Hold	248	–	–	0.01%	314
2020 Q2	$19K	Hold	248	–	–	0.01%	316
2020 Q1	$16K	Hold	248	–	–	0.01%	315
2019 Q4	$24K	Hold	248	–	–	0.01%	311
2019 Q3	$22K	Hold	248	–	–	0.01%	312
2019 Q2	$22K	Hold	248	–	–	0.01%	308
2019 Q1	$22K	Hold	248	–	–	0.01%	300
2018 Q4	$19K	Buy	+248	New	+$20.7K	0.01%	297

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IWS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 248 shares — an estimated $35K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IWS in Q4 2018 and held it in 27 quarters. The position peaked at $35K in Q4 2025. 996 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 248 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $35K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Russell Mid-Cap Value ETF position peaked at $35K in Q4 2025.
996 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.