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

NewEdge 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
Q1 		$12.4M Buy
85,023
+7,995
+10% +$1.19M 0.04% 396
2025
Q4 		$10.9M Buy
77,028
+16,120
+26% +$2.25M 0.04% 404
2025
Q3 		$8.51M Buy
60,908
+1,003
+2% +$137K 0.04% 442
2025
Q2 		$7.92M Buy
59,905
+6,026
+11% +$756K 0.04% 426
2025
Q1 		$6.79M Sell
53,879
-195
-0.4% -$25.4K 0.04% 418
2024
Q4 		$6.99M Buy
54,074
+1,469
+3% +$197K 0.04% 398
2024
Q3 		$6.96M Buy
52,605
+1,159
+2% +$146K 0.05% 373
2024
Q2 		$6.21M Buy
51,446
+3,999
+8% +$486K 0.05% 386
2024
Q1 		$5.95M Sell
47,447
-6,556
-12% -$772K 0.05% 347
2023
Q4 		$6.2M Sell
54,003
-75,659
-58% -$8.06M 0.06% 305
2023
Q3 		$13.5M Buy
129,662
+15,967
+14% +$1.76M 0.15% 145
2023
Q2 		$12.5M Sell
113,695
-17,129
-13% -$1.8M 0.14% 149
2023
Q1 		$13.9M Sell
130,824
-6,105
-4% -$666K 0.17% 129
2022
Q4 		$14M Buy
136,929
+41,208
+43% +$4.32M 0.38% 52
2022
Q3 		$9.19M Buy
95,721
+10,311
+12% +$1.1M 0.15% 153
2022
Q2 		$8.68M Buy
85,410
+22,346
+35% +$2.5M 0.14% 155
2022
Q1 		$7.55M Sell
63,064
-4,868
-7% -$573K 0.12% 175
2021
Q4 		$8.31M Buy
67,932
+25,804
+61% +$3.08M 0.13% 160
2021
Q3 		$4.77M Buy
42,128
+39,125
+1,303% +$4.53M 0.12% 179
2021
Q2 		$345K Buy
+3,003
New +$344K 0.01% 846
2020
Q1 		– Sell
-2,626
Closed -$248K – 840
2019
Q4 		$248K Buy
2,626
+44
+2% +$4.02K 0.01% 715
2019
Q3 		$231K Buy
+2,582
New +$229K 0.01% 710
2017
Q3 		– Sell
-34
Closed -$2.86K – 736
2017
Q2 		$2.86K Buy
+34
New +$2.83K ﹤0.01% 1250

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

NewEdge Advisors's IWS Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q1 2026, buying an estimated $1.19M and bringing the position to 85,023 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #396.

NewEdge Advisors first reported a position in IWS in Q2 2017 and has held it in 23 quarters since. The position peaked at $14M in Q4 2022. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • NewEdge Advisors held 85,023 shares of iShares Russell Mid-Cap Value ETF worth $12.4M as of Q1 2026.
  • NewEdge Advisors bought 7,995 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.19M.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #396 holding.
  • NewEdge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's iShares Russell Mid-Cap Value ETF position peaked at $14M in Q4 2022.
  • 993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.