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

MSH 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 		$3.54M Buy
24,261
+484
+2% +$71.8K 0.75% 32
2025
Q4 		$3.35M Hold
23,777
– – 0.72% 33
2025
Q3 		$3.32M Hold
23,777
– – 0.89% 26
2025
Q2 		$3.14M Buy
23,777
+495
+2% +$62.1K 0.91% 28
2025
Q1 		$2.93M Sell
23,282
-648
-3% -$84.4K 0.91% 28
2024
Q4 		$3.1M Buy
23,930
+150
+0.6% +$20.1K 0.97% 28
2024
Q3 		$3.14M Buy
23,780
+1,335
+6% +$169K 0.96% 28
2024
Q2 		$2.71M Buy
22,445
+455
+2% +$55.3K 0.91% 28
2024
Q1 		$2.76M Buy
21,990
+941
+4% +$111K 0.97% 26
2023
Q4 		$2.45M Sell
21,049
-2,615
-11% -$279K 0.91% 30
2023
Q3 		$2.47M Sell
23,664
-661
-3% -$72.8K 0.97% 26
2023
Q2 		$2.67M Buy
24,325
+386
+2% +$40.7K 0.98% 25
2023
Q1 		$2.54M Sell
23,939
-2,444
-9% -$267K 1.09% 19
2022
Q4 		$2.78M Buy
26,383
+394
+2% +$41.3K 1.26% 18
2022
Q3 		$2.5M Sell
25,989
-181
-0.7% -$19.3K 1.23% 16
2022
Q2 		$2.66M Sell
26,170
-272
-1% -$30.4K 1.24% 18
2022
Q1 		$3.16M Buy
26,442
+6,950
+36% +$818K 1.31% 16
2021
Q4 		$2.39M Buy
+19,492
New +$2.33M 1.07% 25

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 $20.9B AUM 19.34% 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

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

MSH Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q1 2026, buying an estimated $71.8K and bringing the position to 24,261 shares worth $3.54M. The position accounts for 0.75% of the portfolio, ranked #32.

MSH Capital Advisors first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • MSH Capital Advisors held 24,261 shares of iShares Russell Mid-Cap Value ETF worth $3.54M as of Q1 2026.
  • MSH Capital Advisors bought 484 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $71.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.75% of MSH Capital Advisors's portfolio in Q1 2026, its #32 holding.
  • MSH Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.