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

McClarren 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
Q2 		– Sell
-251
Closed -$49K – 190
2025
Q1 		$49K Buy
+251
New +$32.7K 0.03% 133
2024
Q4 		– Sell
-290
Closed -$93 – 262
2024
Q3 		$93 Sell
290
-72
-20% -$9.1K 0.01% 97
2024
Q2 		$50K Buy
362
+17
+5% +$2.07K 0.03% 146
2024
Q1 		$44K Buy
345
+2
+0.6% +$236 0.03% 149
2023
Q4 		$40K Buy
343
+5
+1% +$533 0.03% 177
2023
Q3 		$34K Sell
338
-370
-52% -$40.8K 0.03% 174
2023
Q2 		$77K Sell
708
-113
-14% -$11.9K 0.06% 123
2023
Q1 		$86K Buy
821
+2
+0.2% +$218 0.08% 108
2022
Q4 		$86K Buy
819
+5
+0.6% +$524 0.08% 111
2022
Q3 		$78K Buy
+814
New +$87K 0.08% 101
2022
Q2 		– Sell
-805
Closed -$96K – 147
2022
Q1 		$96K Sell
805
-1
-0.1% -$118 0.07% 88
2021
Q4 		$99K Buy
806
+7
+0.9% +$836 0.07% 102
2021
Q3 		$90K Buy
799
+29
+4% +$3.36K 0.07% 86
2021
Q2 		$87K Buy
770
+1
+0.1% +$115 0.07% 85
2021
Q1 		$84K Buy
769
+3
+0.4% +$312 0.08% 88
2020
Q4 		$74K Buy
+766
New +$69.1K 0.07% 86

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
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

McClarren Financial Advisors's IWS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 251 shares — an estimated $49K sold.

McClarren Financial Advisors first reported a position in IWS in Q4 2020 and held it in 16 quarters. The position peaked at $99K in Q4 2021. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 251 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $49K.
  • McClarren Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $99K in Q4 2021.
  • 919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.