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

Portland 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
2026
Q1 		– Sell
-1,474
Closed -$208K – 78
2025
Q4 		$208K Hold
1,474
– – 0.44% 73
2025
Q3 		$206K Buy
+1,474
New +$201K 0.44% 72

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
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 $29.1B 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 $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Portland Financial Advisors's IWS Position: Q1 2026 in Review

Portland Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,474 shares — an estimated $208K sold.

Portland Financial Advisors first reported a position in IWS in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Portland Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Portland Financial Advisors sold 1,474 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • Portland Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Portland Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $208K in Q4 2025.
  • 993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.