Legacy Wealth Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legacy Wealth Asset Management’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	-6,430	Closed	-$907K	–	386
2025 Q4	$907K	Buy	+6,430	New	+$899K	0.22%	132
2025 Q1	–	Sell	-4,834	Closed	-$625K	–	354
2024 Q4	$625K	Buy	+4,834	New	+$647K	0.17%	189
2022 Q1	–	Sell	-1,769	Closed	-$216K	–	334
2021 Q4	$216K	Buy	+1,769	New	+$211K	0.07%	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 19.34% 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

Legacy Wealth Asset Management's IWS Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 6,430 shares — an estimated $907K sold.

Legacy Wealth Asset Management first reported a position in IWS in Q4 2021 and held it in 3 quarters. The position peaked at $907K in Q4 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Legacy Wealth Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 6,430 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $907K.
Legacy Wealth Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 3 quarters.
Legacy Wealth Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $907K in Q4 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.