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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Midwest Capital Advisors's IWS Position: Q1 2026 in Review

Midwest Capital Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 913 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #65.

Midwest Capital Advisors first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Midwest Capital Advisors held 913 shares of iShares Russell Mid-Cap Value ETF worth $133K as of Q1 2026.
  • Midwest Capital Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Midwest Capital Advisors's portfolio in Q1 2026, its #65 holding.
  • Midwest Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.