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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
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
Q2 		– Sell
-1,680
Closed -$212K – 210
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

Envestnet Portfolio Solutions
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Legacy Advisors's IWS Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,680 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #266.

Legacy Advisors first reported a position in IWS in Q3 2017 and has held it in 16 quarters since. 335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Legacy Advisors held 1,680 shares of iShares Russell Mid-Cap Value ETF worth $277K as of Q2 2026.
  • Legacy Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #266 holding.
  • Legacy Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and has held it in 16 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.