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Net Worth Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-1,549
Closed -$205K – 448
2025
Q2 		$205K Buy
+1,549
New +$194K 0.05% 398

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Net Worth Advisory Group's IWS Position: Q3 2025 in Review

Net Worth Advisory Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 1,549 shares — an estimated $205K sold.

Net Worth Advisory Group first reported a position in IWS in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

  • Net Worth Advisory Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,549 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $205K.
  • Net Worth Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Net Worth Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $205K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.