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

Midwest Capital 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 Q2	$150K	Hold	913	–	–	0.06%	66
2026 Q1	$133K	Hold	913	–	–	0.06%	65
2025 Q4	$129K	Buy	913 +4	+0.4%	+$559	0.06%	60
2025 Q3	$127K	Buy	909 +4	+0.4%	+$547	0.06%	62
2025 Q2	$120K	Hold	905	–	–	0.06%	61
2025 Q1	$114K	Hold	905	–	–	0.07%	64
2024 Q4	$117K	Buy	+905	New	+$121K	0.09%	62

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Midwest Capital Advisors's IWS Position: Q2 2026 in Review

Midwest Capital Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 913 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #66.

Midwest Capital Advisors first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Midwest Capital Advisors held 913 shares of iShares Russell Mid-Cap Value ETF worth $150K as of Q2 2026.
Midwest Capital Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.06% of Midwest Capital Advisors's portfolio in Q2 2026, its #66 holding.
Midwest Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.