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
Q2
$701K Buy
4,261
+176
+4% +$27.8K 0.38% 37
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: Q2 2026 in Review

Northern Lights Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 4,261 shares worth $701K. The position accounts for 0.38% of the portfolio, ranked #37.

Northern Lights Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Northern Lights Advisors held 4,261 shares of iShares Russell Mid-Cap Value ETF worth $701K as of Q2 2026.
  • Northern Lights Advisors bought 176 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $27.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.38% of Northern Lights Advisors's portfolio in Q2 2026, its #37 holding.
  • Northern Lights Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.