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

Legacy 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 Q3	$270K	Hold	1,680	–	–	0.03%	250
2026 Q2	$277K	Hold	1,680	–	–	0.03%	266
2026 Q1	$245K	Hold	1,680	–	–	0.03%	236
2025 Q4	$237K	Hold	1,680	–	–	0.03%	255
2025 Q3	$235K	Buy	+1,680	New	+$230K	0.03%	223
2025 Q1	$212K	Hold	1,680	–	–	0.02%	401
2024 Q4	$217K	Hold	1,680	–	–	0.02%	373
2024 Q3	$222K	Hold	1,680	–	–	0.02%	346
2024 Q2	$203K	Hold	1,680	–	–	0.02%	316
2024 Q1	$211K	Buy	+1,680	New	+$198K	0.03%	294
2019 Q3	–	Sell	-1,626	Closed	-$145K	–	215
2019 Q2	$145K	Hold	1,626	–	–	0.1%	129
2019 Q1	$141K	Buy	+1,626	New	+$137K	0.05%	132
2018 Q4	–	Sell	-1,626	Closed	-$148K	–	247
2018 Q3	$148K	Hold	1,626	–	–	0.07%	156
2018 Q2	$144K	Hold	1,626	–	–	0.11%	112
2018 Q1	$141K	Buy	1,626 +646	+66%	+$57.3K	0.1%	101
2017 Q4	$87K	Hold	980	–	–	0.08%	92
2017 Q3	$83K	Buy	+980	New	+$82.1K	0.09%	79

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Legacy Advisors's IWS Position: Q3 2026 in Review

Legacy Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,680 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #250.

Legacy Advisors first reported a position in IWS in Q3 2017 and has held it in 17 quarters since. The position peaked at $277K in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Legacy Advisors held 1,680 shares of iShares Russell Mid-Cap Value ETF worth $270K as of Q3 2026.
Legacy Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #250 holding.
Legacy Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and has held it in 17 quarters since.
Legacy Advisors's iShares Russell Mid-Cap Value ETF position peaked at $277K in Q2 2026.
317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.