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

MFA 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
2026
Q3 		$9.42M Buy
58,612
+48,730
+493% +$8.17M 1.6% 21
2026
Q2 		$1.63M Buy
+9,882
New +$1.56M 0.28% 48

Other funds holding IWS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

MFA Wealth Advisors's IWS Position: Q3 2026 in Review

MFA Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 493% in Q3 2026, buying an estimated $8.17M and bringing the position to 58,612 shares worth $9.42M. The position accounts for 1.6% of the portfolio, ranked #21.

MFA Wealth Advisors first reported a position in IWS in Q2 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • MFA Wealth Advisors held 58,612 shares of iShares Russell Mid-Cap Value ETF worth $9.42M as of Q3 2026.
  • MFA Wealth Advisors bought 48,730 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $8.17M.
  • iShares Russell Mid-Cap Value ETF made up 1.6% of MFA Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • MFA Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.