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

Mutual 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 		$1.01M Sell
6,926
-1,465
-17% -$217K 0.02% 597
2025
Q4 		$1.18M Sell
8,391
-979
-10% -$137K 0.03% 522
2025
Q3 		$1.31M Buy
9,370
+156
+2% +$21.3K 0.03% 484
2025
Q2 		$1.27M Buy
9,214
+1,783
+24% +$224K 0.03% 424
2025
Q1 		$905K Buy
7,431
+51
+0.7% +$6.64K 0.03% 481
2024
Q4 		$981K Buy
7,380
+339
+5% +$45.4K 0.03% 482
2024
Q3 		$930K Buy
7,041
+189
+3% +$23.9K 0.03% 503
2024
Q2 		$869K Sell
6,852
-54
-0.8% -$6.56K 0.03% 527
2024
Q1 		$866K Buy
6,906
+526
+8% +$61.9K 0.03% 517
2023
Q4 		$742K Buy
6,380
+261
+4% +$27.8K 0.03% 538
2023
Q3 		$638K Buy
6,119
+24
+0.4% +$2.65K 0.02% 544
2023
Q2 		$669K Buy
6,095
+617
+11% +$65K 0.03% 549
2023
Q1 		$582K Sell
5,478
-57
-1% -$6.22K 0.02% 578
2022
Q4 		$583K Buy
5,535
+940
+20% +$98.6K 0.03% 546
2022
Q3 		$441K Buy
4,595
+1,535
+50% +$164K 0.02% 595
2022
Q2 		$311K Buy
3,060
+785
+35% +$87.8K 0.02% 659
2022
Q1 		$272K Buy
2,275
+136
+6% +$16K 0.02% 744
2021
Q4 		$262K Buy
2,139
+207
+11% +$24.7K 0.01% 775
2021
Q3 		$219K Buy
+1,932
New +$224K 0.01% 797
2020
Q1 		– Sell
-5,564
Closed -$527K – 611
2019
Q4 		$527K Buy
+5,564
New +$508K 0.06% 334

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

Mutual Advisors's IWS Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 17% in Q1 2026, selling an estimated $217K and leaving 6,926 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #597.

Mutual Advisors first reported a position in IWS in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.31M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Mutual Advisors held 6,926 shares of iShares Russell Mid-Cap Value ETF worth $1.01M as of Q1 2026.
  • Mutual Advisors sold 1,465 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $217K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #597 holding.
  • Mutual Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
  • Mutual Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.31M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.