N.E.W. Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

N.E.W. Advisory Services’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	$486K	Hold	2,954	–	–	0.03%	142
2026 Q1	$430K	Hold	2,954	–	–	0.03%	142
2025 Q4	$417K	Hold	2,954	–	–	0.03%	146
2025 Q3	$413K	Sell	2,954 -67	-2%	-$9.16K	0.04%	128
2025 Q2	$399K	Hold	3,021	–	–	0.04%	127
2025 Q1	$381K	Hold	3,021	–	–	0.03%	152
2024 Q4	$391K	Hold	3,021	–	–	0.04%	132
2024 Q3	$400K	Sell	3,021 -595	-16%	-$75.2K	0.04%	129
2024 Q2	$437K	Hold	3,616	–	–	0.05%	112
2024 Q1	$453K	Hold	3,616	–	–	0.05%	109
2023 Q4	$420K	Hold	3,616	–	–	0.05%	111
2023 Q3	$377K	Sell	3,616 -55	-1%	-$6.06K	0.05%	108
2023 Q2	$403K	Sell	3,671 -1,093	-23%	-$115K	0.06%	94
2023 Q1	$506K	Hold	4,764	–	–	0.07%	83
2022 Q4	$502K	Sell	4,764 -185	-4%	-$19.4K	0.08%	79
2022 Q3	$475K	Hold	4,949	–	–	0.09%	76
2022 Q2	$503K	Sell	4,949 -5,340	-52%	-$597K	0.09%	72
2022 Q1	$1.12M	Buy	10,289 +3,570	+53%	+$420K	0.21%	50
2021 Q4	$822K	Sell	6,719 -778	-10%	-$92.9K	0.12%	66
2021 Q3	$849K	Sell	7,497 -871	-10%	-$101K	0.14%	63
2021 Q2	$962K	Sell	8,368 -1,923	-19%	-$220K	0.16%	58
2021 Q1	$1.14M	Sell	10,291 -3,633	-26%	-$378K	0.21%	51
2020 Q4	$1.35M	Buy	+13,924	New	+$1.26M	0.28%	46

Other funds holding IWS

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

N.E.W. Advisory Services's IWS Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,954 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #142.

N.E.W. Advisory Services first reported a position in IWS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2020. 776 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

N.E.W. Advisory Services held 2,954 shares of iShares Russell Mid-Cap Value ETF worth $486K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #142 holding.
N.E.W. Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $1.35M in Q4 2020.
776 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.