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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$595K Hold
4,085
0.4% 36
2025
Q4
$576K Buy
+4,085
New +$571K 0.4% 37

Other funds holding IWS

Northern Lights Advisors's IWS Position: Q1 2026 in Review

Northern Lights Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 4,085 shares worth $595K. The position accounts for 0.4% of the portfolio, ranked #36.

Northern Lights Advisors first reported a position in IWS in Q4 2025 and has held it in 2 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Northern Lights Advisors held 4,085 shares of iShares Russell Mid-Cap Value ETF worth $595K as of Q1 2026.
  • Northern Lights Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.4% of Northern Lights Advisors's portfolio in Q1 2026, its #36 holding.
  • Northern Lights Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Northern Lights Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.