New Age Alpha Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

New Age Alpha 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	$850K	Sell	5,162 -17,011	-77%	-$2.68M	0.04%	508
2026 Q1	$3.23M	Buy	22,173 +12,574	+131%	+$1.87M	0.15%	198
2025 Q4	$1.35M	Sell	9,599 -12,211	-56%	-$1.71M	0.06%	362
2025 Q3	$3.05M	Sell	21,810 -16,751	-43%	-$2.29M	0.13%	221
2025 Q2	$5.1M	Buy	38,561 +17,570	+84%	+$2.2M	0.22%	115
2025 Q1	$2.64M	Buy	+20,991	New	+$2.73M	0.12%	256

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

New Age Alpha Advisors's IWS Position: Q2 2026 in Review

New Age Alpha Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 77% in Q2 2026, selling an estimated $2.68M and leaving 5,162 shares worth $850K. The position accounts for 0.04% of the portfolio, ranked #508.

New Age Alpha Advisors first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.1M in Q2 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

New Age Alpha Advisors held 5,162 shares of iShares Russell Mid-Cap Value ETF worth $850K as of Q2 2026.
New Age Alpha Advisors sold 17,011 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.68M.
iShares Russell Mid-Cap Value ETF made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #508 holding.
New Age Alpha Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
New Age Alpha Advisors's iShares Russell Mid-Cap Value ETF position peaked at $5.1M in Q2 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.