Level Four Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Level Four Advisory Services's IWS Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.15% in Q1 2026, buying an estimated $445 and bringing the position to 1,942 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #738.

Level Four Advisory Services first reported a position in IWS in Q4 2016 and has held it in 28 quarters since. The position peaked at $31.1M in Q4 2017. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

• Level Four Advisory Services held 1,942 shares of iShares Russell Mid-Cap Value ETF worth $283K as of Q1 2026.
• Level Four Advisory Services bought 3 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $445.
• iShares Russell Mid-Cap Value ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #738 holding.
• Level Four Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 28 quarters since.
• Level Four Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $31.1M in Q4 2017.
• 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.