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

My Legacy 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 Q2	$1.36M	Sell	9,975 -590	-6%	-$74K	0.48%	56
2025 Q1	$1.33M	Sell	10,565 -220	-2%	-$28.6K	0.51%	49
2024 Q4	$1.42M	Buy	10,785 +531	+5%	+$71.1K	0.55%	45
2024 Q3	$1.36M	Buy	10,254 +693	+7%	+$87.6K	0.54%	48
2024 Q2	$1.15M	Buy	9,561 +2,322	+32%	+$282K	0.37%	68
2024 Q1	$907K	Buy	7,239 +917	+15%	+$108K	0.3%	95
2023 Q4	$724K	Buy	6,322 +579	+10%	+$61.7K	0.26%	117
2023 Q3	$582K	Buy	5,743 +280	+5%	+$30.9K	0.24%	132
2023 Q2	$619K	Buy	5,463 +139	+3%	+$14.6K	0.24%	132
2023 Q1	$561K	Sell	5,324 -27	-0.5%	-$2.95K	0.24%	138
2022 Q4	$615K	Sell	5,351 -558	-9%	-$58.5K	0.26%	139
2022 Q3	$571K	Buy	5,909 +792	+15%	+$84.6K	0.29%	129
2022 Q2	$525K	Buy	+5,117	New	+$572K	0.26%	140

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

My Legacy Advisors's IWS Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.6% in Q2 2025, selling an estimated $74K and leaving 9,975 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #56.

My Legacy Advisors first reported a position in IWS in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

My Legacy Advisors held 9,975 shares of iShares Russell Mid-Cap Value ETF worth $1.36M as of Q2 2025.
My Legacy Advisors sold 590 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $74K.
iShares Russell Mid-Cap Value ETF made up 0.48% of My Legacy Advisors's portfolio in Q2 2025, its #56 holding.
My Legacy Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.42M in Q4 2024.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.