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

LGT 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
Q4 		– Sell
-3,382
Closed -$472K – 322
2025
Q3 		$472K Buy
3,382
+14
+0.4% +$1.91K 1.02% 25
2025
Q2 		$445K Buy
3,368
+13
+0.4% +$1.63K 1.13% 22
2025
Q1 		$423K Buy
3,355
+12
+0.4% +$1.56K 1.29% 20
2024
Q4 		$432K Buy
3,343
+15
+0.5% +$2.01K 0.96% 18
2024
Q3 		$440K Sell
3,328
-5,870
-64% -$742K 1.09% 20
2024
Q2 		$1.11M Sell
9,198
-320
-3% -$38.9K 2.34% 6
2024
Q1 		$1.19M Buy
9,518
+29
+0.3% +$3.42K 1.39% 12
2023
Q4 		$1.1M Sell
9,489
-1,741
-16% -$185K 1.35% 12
2023
Q3 		$1.17M Sell
11,230
-1
-0% -$110 1.49% 12
2023
Q2 		$1.23M Buy
+11,231
New +$1.18M 1.31% 13
2023
Q1 		– Sell
-11,152
Closed -$1.17M – 150
2022
Q4 		$1.17M Buy
+11,152
New +$1.17M 1.38% 15

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LGT Financial Advisors's IWS Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 3,382 shares — an estimated $472K sold.

LGT Financial Advisors first reported a position in IWS in Q4 2022 and held it in 11 quarters. The position peaked at $1.23M in Q2 2023. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3,382 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $472K.
  • LGT Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.23M in Q2 2023.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.