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

LWM 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
2026 Q3	$5.07M	Buy	31,544 +98	+0.3%	+$16.4K	3.83%	8
2026 Q2	$5.18M	Sell	31,446 -1,277	-4%	-$202K	3.86%	8
2026 Q1	$4.77M	Sell	32,723 -1,431	-4%	-$212K	4.14%	8
2025 Q4	$4.82M	Buy	34,154 +997	+3%	+$139K	4.24%	8
2025 Q3	$4.63M	Buy	33,157 +1,031	+3%	+$141K	4.16%	8
2025 Q2	$4.25M	Sell	32,126 -11	-0%	-$1.38K	4.08%	9
2025 Q1	$4.05M	Buy	32,137 +180	+0.6%	+$23.4K	4.16%	9
2024 Q4	$4.13M	Buy	+31,957	New	+$4.28M	4.15%	8

Other funds holding IWS

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

LWM Advisors's IWS Position: Q3 2026 in Review

LWM Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.31% in Q3 2026, buying an estimated $16.4K and bringing the position to 31,544 shares worth $5.07M. The position accounts for 3.83% of the portfolio, ranked #8.

LWM Advisors first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.18M in Q2 2026. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

LWM Advisors held 31,544 shares of iShares Russell Mid-Cap Value ETF worth $5.07M as of Q3 2026.
LWM Advisors bought 98 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $16.4K.
iShares Russell Mid-Cap Value ETF made up 3.83% of LWM Advisors's portfolio in Q3 2026, its #8 holding.
LWM Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
LWM Advisors's iShares Russell Mid-Cap Value ETF position peaked at $5.18M in Q2 2026.
52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.