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

Pinion 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
Q1 		$542K Buy
3,720
+1,029
+38% +$153K 0.13% 106
2025
Q4 		$380K Sell
2,691
-1,130
-30% -$158K 0.09% 122
2025
Q3 		$537K Buy
3,821
+1,123
+42% +$154K 0.15% 104
2025
Q2 		$357K Sell
2,698
-175
-6% -$21.9K 0.12% 115
2025
Q1 		$362K Sell
2,873
-140
-5% -$18.2K 0.08% 112
2024
Q4 		$390K Sell
3,013
-121
-4% -$16.2K 0.16% 106
2024
Q3 		$414K Buy
3,134
+170
+6% +$21.5K 0.17% 109
2024
Q2 		$358K Sell
2,964
-1,339
-31% -$163K 0.18% 103
2024
Q1 		$539K Buy
4,303
+409
+11% +$48.2K 0.28% 71
2023
Q4 		$453K Buy
3,894
+821
+27% +$87.5K 0.27% 80
2023
Q3 		$321K Hold
3,073
– – 0.21% 118
2023
Q2 		$338K Buy
3,073
+163
+6% +$17.2K 0.23% 110
2023
Q1 		$309K Buy
2,910
+1,007
+53% +$110K 0.29% 94
2022
Q4 		$200K Sell
1,903
-495
-21% -$51.9K 0.19% 125
2022
Q3 		$230K Sell
2,398
-897
-27% -$95.8K 0.2% 133
2022
Q2 		$335K Buy
+3,295
New +$368K 0.28% 117

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 $26B 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

Pinion Investment Advisors's IWS Position: Q1 2026 in Review

Pinion Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 38% in Q1 2026, buying an estimated $153K and bringing the position to 3,720 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #106.

Pinion Investment Advisors first reported a position in IWS in Q2 2022 and has held it in 16 quarters since. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Pinion Investment Advisors held 3,720 shares of iShares Russell Mid-Cap Value ETF worth $542K as of Q1 2026.
  • Pinion Investment Advisors bought 1,029 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $153K.
  • iShares Russell Mid-Cap Value ETF made up 0.13% of Pinion Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Pinion Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.