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

OneDigital Investment 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 		$318K Sell
1,934
-116
-6% -$18.3K ﹤0.01% 1265
2026
Q1 		$299K Sell
2,050
-160
-7% -$23.7K ﹤0.01% 1185
2025
Q4 		$312K Buy
2,210
+303
+16% +$42.4K ﹤0.01% 1187
2025
Q3 		$266K Buy
+1,907
New +$261K ﹤0.01% 1258
2025
Q2 		– Sell
-1,810
Closed -$228K – 1487
2025
Q1 		$228K Sell
1,810
-1,149
-39% -$150K ﹤0.01% 1271
2024
Q4 		$383K Sell
2,959
-2,007
-40% -$269K ﹤0.01% 1005
2024
Q3 		$657K Buy
4,966
+1,247
+34% +$158K 0.01% 823
2024
Q2 		$449K Sell
3,719
-494
-12% -$60K 0.01% 947
2024
Q1 		$528K Buy
4,213
+19
+0.5% +$2.24K 0.01% 723
2023
Q4 		$488K Buy
4,194
+371
+10% +$39.5K 0.01% 721
2023
Q3 		$399K Buy
3,823
+29
+0.8% +$3.2K 0.01% 715
2023
Q2 		$417K Buy
3,794
+146
+4% +$15.4K 0.01% 704
2023
Q1 		$387K Buy
3,648
+1,370
+60% +$149K 0.01% 699
2022
Q4 		$240K Buy
+2,278
New +$239K 0.01% 726
2022
Q3 		– Sell
-2,875
Closed -$292K – 780
2022
Q2 		$292K Sell
2,875
-195
-6% -$21.8K 0.01% 564
2022
Q1 		$367K Buy
+3,070
New +$361K 0.01% 536
2020
Q2 		– Sell
-6,472
Closed -$415K – 659
2020
Q1 		$415K Buy
+6,472
New +$553K 0.04% 309
2018
Q4 		– Sell
-330
Closed -$30K – 1200
2018
Q3 		$30K Sell
330
-186
-36% -$16.8K 0.01% 536
2018
Q2 		$45K Buy
516
+186
+56% +$16.3K 0.01% 537
2018
Q1 		$29K Hold
330
– – 0.01% 672
2017
Q4 		$29K Buy
+330
New +$28.7K ﹤0.01% 668
2017
Q3 		– Sell
-330
Closed -$28K – 1103
2017
Q2 		$28K Buy
+330
New +$27.5K 0.01% 633

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OneDigital Investment Advisors's IWS Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.7% in Q2 2026, selling an estimated $18.3K and leaving 1,934 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

OneDigital Investment Advisors first reported a position in IWS in Q2 2017 and has held it in 22 quarters since. The position peaked at $657K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • OneDigital Investment Advisors held 1,934 shares of iShares Russell Mid-Cap Value ETF worth $318K as of Q2 2026.
  • OneDigital Investment Advisors sold 116 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1265 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $657K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.