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

Legacy Edge 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	$8.74M	Sell	54,376 -1,421	-3%	-$238K	0.77%	34
2026 Q2	$9.18M	Sell	55,797 -601	-1%	-$94.8K	0.84%	31
2026 Q1	$8.22M	Sell	56,398 -1,159	-2%	-$172K	0.86%	30
2025 Q4	$8.12M	Sell	57,557 -241	-0.4%	-$33.7K	0.89%	29
2025 Q3	$8.07M	Sell	57,798 -445	-0.8%	-$60.8K	0.95%	28
2025 Q2	$7.7M	Sell	58,243 -82,676	-59%	-$10.4M	1.03%	28
2025 Q1	$17.8M	Buy	140,919 +2,861	+2%	+$373K	2.77%	9
2024 Q4	$17.8M	Sell	138,058 -3,909	-3%	-$523K	2.83%	11
2024 Q3	$18.8M	Buy	141,967 +11,235	+9%	+$1.42M	3%	8
2024 Q2	$15.8M	Buy	130,732 +4,484	+4%	+$545K	2.91%	9
2024 Q1	$15.8M	Buy	126,248 +1,292	+1%	+$152K	3.3%	7
2023 Q4	$14.5M	Buy	+124,956	New	+$13.3M	3.33%	8

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Legacy Edge Advisors's IWS Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.5% in Q3 2026, selling an estimated $238K and leaving 54,376 shares worth $8.74M. The position accounts for 0.77% of the portfolio, ranked #34.

Legacy Edge Advisors first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.8M in Q3 2024. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Legacy Edge Advisors held 54,376 shares of iShares Russell Mid-Cap Value ETF worth $8.74M as of Q3 2026.
Legacy Edge Advisors sold 1,421 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $238K.
iShares Russell Mid-Cap Value ETF made up 0.77% of Legacy Edge Advisors's portfolio in Q3 2026, its #34 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's iShares Russell Mid-Cap Value ETF position peaked at $18.8M in Q3 2024.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.