New England Private Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

New England Private Wealth 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	$241K	Buy	1,445 +54	+4%	+$8.52K	0.02%	192
2026 Q1	$203K	Sell	1,391 -228	-14%	-$33.8K	0.02%	191
2025 Q4	$228K	Buy	1,619 +5	+0.3%	+$699	0.03%	170
2025 Q3	$225K	Buy	1,614 +3	+0.2%	+$410	0.03%	166
2025 Q2	$218K	Buy	+1,611	New	+$202K	0.03%	153

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 19.28% 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 England Private Wealth Advisors's IWS Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.9% in Q2 2026, buying an estimated $8.52K and bringing the position to 1,445 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #192.

New England Private Wealth Advisors first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

New England Private Wealth Advisors held 1,445 shares of iShares Russell Mid-Cap Value ETF worth $241K as of Q2 2026.
New England Private Wealth Advisors bought 54 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.52K.
iShares Russell Mid-Cap Value ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #192 holding.
New England Private Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.