MB, Levis & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MB, Levis & Associates’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	–	Sell	-119	Closed	-$19.6K	–	254
2026 Q2	$19.6K	Hold	119	–	–	0.01%	147
2026 Q1	$17.3K	Hold	119	–	–	0.01%	147
2025 Q4	$16.8K	Hold	119	–	–	0.01%	148
2025 Q3	$16.6K	Hold	119	–	–	0.01%	146
2025 Q2	$15.7K	Hold	119	–	–	0.01%	175
2025 Q1	$15K	Hold	119	–	–	0.01%	172
2024 Q4	$15.4K	Hold	119	–	–	0.01%	170
2024 Q3	$15.7K	Hold	119	–	–	0.01%	173
2024 Q2	$14.4K	Hold	119	–	–	0.01%	172
2024 Q1	$14.9K	Hold	119	–	–	0.01%	170
2023 Q4	$13.8K	Sell	119 -79	-40%	-$8.42K	0.01%	172
2023 Q3	$20.7K	Hold	198	–	–	0.01%	157
2023 Q2	$21.7K	Hold	198	–	–	0.01%	154
2023 Q1	$21K	Hold	198	–	–	0.01%	157
2022 Q4	$20.9K	Buy	+198	New	+$20.8K	0.02%	149

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

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

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWA

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

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

MB, Levis & Associates's IWS Position: Q3 2026 in Review

MB, Levis & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 119 shares — an estimated $19.6K sold.

MB, Levis & Associates first reported a position in IWS in Q4 2022 and held it in 15 quarters. The position peaked at $21.7K in Q2 2023. 212 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

MB, Levis & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
MB, Levis & Associates sold 119 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $19.6K.
MB, Levis & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 15 quarters.
MB, Levis & Associates's iShares Russell Mid-Cap Value ETF position peaked at $21.7K in Q2 2023.
212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.