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 Q2	$4.09M	Buy	24,826 +565	+2%	+$89.2K	0.71%	35
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 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

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

MSH Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.3% in Q2 2026, buying an estimated $89.2K and bringing the position to 24,826 shares worth $4.09M. The position accounts for 0.71% of the portfolio, ranked #35.

MSH Capital Advisors first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

MSH Capital Advisors held 24,826 shares of iShares Russell Mid-Cap Value ETF worth $4.09M as of Q2 2026.
MSH Capital Advisors bought 565 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $89.2K.
iShares Russell Mid-Cap Value ETF made up 0.71% of MSH Capital Advisors's portfolio in Q2 2026, its #35 holding.
MSH Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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