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

MONECO 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 		$316K Buy
1,918
+4
+0.2% +$631 0.02% 463
2026
Q1 		$279K Hold
1,914
– – 0.02% 421
2025
Q4 		$270K Sell
1,914
-23
-1% -$3.22K 0.02% 421
2025
Q3 		$271K Hold
1,937
– – 0.02% 421
2025
Q2 		$256K Hold
1,937
– – 0.02% 411
2025
Q1 		$244K Hold
1,937
– – 0.03% 407
2024
Q4 		$251K Hold
1,937
– – 0.03% 403
2024
Q3 		$256K Hold
1,937
– – 0.03% 378
2024
Q2 		$234K Hold
1,937
– – 0.03% 371
2024
Q1 		$243K Hold
1,937
– – 0.04% 357
2023
Q4 		$225K Hold
1,937
– – 0.04% 345
2023
Q3 		$202K Hold
1,937
– – 0.05% 327
2023
Q2 		$213K Sell
1,937
-229
-11% -$24.1K 0.06% 310
2023
Q1 		$230K Sell
2,166
-139
-6% -$15.2K 0.07% 288
2022
Q4 		$243K Buy
2,305
+60
+3% +$6.29K 0.09% 220
2022
Q3 		$216K Sell
2,245
-72
-3% -$7.69K 0.09% 227
2022
Q2 		$235K Buy
2,317
+251
+12% +$28.1K 0.09% 218
2022
Q1 		$247K Buy
2,066
+2
+0.1% +$235 0.09% 209
2021
Q4 		$242K Buy
2,064
+2
+0.1% +$239 0.09% 207
2021
Q3 		$234K Buy
2,062
+81
+4% +$9.38K 0.09% 216
2021
Q2 		$228K Buy
+1,981
New +$227K 0.1% 198
2020
Q1 		– Sell
-2,419
Closed -$233K – 136
2019
Q4 		$233K Buy
2,419
+7
+0.3% +$639 0.17% 129
2019
Q3 		$216K Sell
2,412
-25
-1% -$2.21K 0.17% 127
2019
Q2 		$217K Buy
2,437
+6
+0.2% +$527 0.17% 118
2019
Q1 		$211K Buy
+2,431
New +$205K 0.17% 127

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MONECO Advisors's IWS Position: Q2 2026 in Review

MONECO Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.21% in Q2 2026, buying an estimated $631 and bringing the position to 1,918 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #463.

MONECO Advisors first reported a position in IWS in Q1 2019 and has held it in 25 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • MONECO Advisors held 1,918 shares of iShares Russell Mid-Cap Value ETF worth $316K as of Q2 2026.
  • MONECO Advisors bought 4 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $631.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #463 holding.
  • MONECO Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.