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

Legend Financial 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
2025 Q1	–	Sell	-9	Closed	-$1.16K	–	139
2024 Q4	$1.16K	Buy	+9	New	+$1.21K	﹤0.01%	217
2024 Q3	–	Sell	-9	Closed	-$1.09K	–	221
2024 Q2	$1.09K	Buy	+9	New	+$1.09K	﹤0.01%	248

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legend Financial Advisors's IWS Position: Q1 2025 in Review

Legend Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 9 shares — an estimated $1.16K sold.

Legend Financial Advisors first reported a position in IWS in Q2 2024 and held it in 2 quarters. The position peaked at $1.16K in Q4 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

Legend Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 9 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $1.16K.
Legend Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and held it in 2 quarters.
Legend Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.16K in Q4 2024.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.