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

Northwest Financial 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
2025 Q3	–	Sell	-2,052	Closed	-$271K	–	104
2025 Q2	$271K	Sell	2,052 -67	-3%	-$8.4K	0.38%	70
2025 Q1	$267K	Sell	2,119 -14	-0.7%	-$1.82K	0.22%	91
2024 Q4	$276K	Buy	2,133 +1,191	+126%	+$159K	0.23%	86
2024 Q3	$125K	Buy	+942	New	+$119K	0.1%	139
2024 Q1	–	Sell	-871	Closed	-$101K	–	300
2023 Q4	$101K	Buy	+871	New	+$92.8K	0.09%	139

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Financial Advisors's IWS Position: Q3 2025 in Review

Northwest Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 2,052 shares — an estimated $271K sold.

Northwest Financial Advisors first reported a position in IWS in Q4 2023 and held it in 5 quarters. The position peaked at $276K in Q4 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Northwest Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Northwest Financial Advisors sold 2,052 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $271K.
Northwest Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $276K in Q4 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Northwest Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.