Mount Yale Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-300	Closed	-$39.6K	–	1143
2025 Q2	$39.6K	Buy	+300	New	+$37.6K	﹤0.01%	880
2018 Q4	–	Sell	-880	Closed	-$77K	–	535
2018 Q3	$77K	Sell	880 -526	-37%	-$47.6K	0.01%	519
2018 Q2	$124K	Hold	1,406	–	–	0.02%	394
2018 Q1	$122K	Buy	+1,406	New	+$125K	0.03%	393

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mount Yale Investment Advisors's IWS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 300 shares — an estimated $39.6K sold.

Mount Yale Investment Advisors first reported a position in IWS in Q1 2018 and held it in 4 quarters. The position peaked at $124K in Q2 2018. 935 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 300 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $39.6K.
Mount Yale Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $124K in Q2 2018.
935 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.