Lowe Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lowe Wealth 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 Q3	$838	Buy	+6	New	+$820	﹤0.01%	369
2019 Q2	–	Sell	-22	Closed	-$1K	–	304
2019 Q1	$1K	Sell	22 -26	-54%	-$2.19K	﹤0.01%	250
2018 Q4	$4K	Buy	+48	New	+$4.02K	﹤0.01%	180
2015 Q4	–	Sell	-488	Closed	-$33K	–	241
2015 Q3	$33K	Buy	+488	New	+$34.7K	0.03%	65

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Lowe Wealth Advisors's IWS Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025: 6 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in IWS as recently as Q1 2019.

Lowe Wealth Advisors first reported a position in IWS in Q3 2015 and has held it in 4 quarters since. The position peaked at $33K in Q3 2015. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Lowe Wealth Advisors held 6 shares of iShares Russell Mid-Cap Value ETF worth $838 as of Q3 2025.
iShares Russell Mid-Cap Value ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #369 holding.
Lowe Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and has held it in 4 quarters since.
Lowe Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $33K in Q3 2015.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.