Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Marshall & Sterling 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	–	Sell	-25	Closed	-$3.3K	–	669
2025 Q2	$3.3K	Hold	25	–	–	﹤0.01%	515
2025 Q1	$3.15K	Hold	25	–	–	﹤0.01%	515
2024 Q4	$3.23K	Buy	+25	New	+$3.35K	﹤0.01%	282

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 $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 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

Marshall & Sterling Wealth Advisors's IWS Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 25 shares — an estimated $3.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWS in Q4 2024 and held it in 3 quarters. The position peaked at $3.3K in Q2 2025. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 25 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $3.3K.
Marshall & Sterling Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $3.3K in Q2 2025.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.