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

Powell 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 		$8.76M Buy
53,243
+483
+0.9% +$76.2K 2.77% 8
2026
Q1 		$7.69M Buy
52,760
+68
+0.1% +$10.1K 2.65% 8
2025
Q4 		$7.43M Sell
52,692
-58
-0.1% -$8.11K 2.56% 8
2025
Q3 		$7.37M Sell
52,750
-585
-1% -$80K 2.58% 9
2025
Q2 		$7.05M Buy
53,335
+1,985
+4% +$249K 2.64% 9
2025
Q1 		$6.47M Buy
51,350
+1,823
+4% +$237K 3.18% 7
2024
Q4 		$6.41M Buy
49,527
+533
+1% +$71.3K 2.97% 9
2024
Q3 		$6.48M Buy
48,994
+1,800
+4% +$227K 3.03% 8
2024
Q2 		$5.7M Buy
47,194
+408
+0.9% +$49.6K 2.95% 9
2024
Q1 		$5.86M Sell
46,786
-949
-2% -$112K 3.1% 8
2023
Q4 		$5.55M Buy
47,735
+1,809
+4% +$193K 3.07% 8
2023
Q3 		$4.82M Buy
45,926
+189
+0.4% +$20.8K 2.9% 8
2023
Q2 		$5.02M Sell
45,737
-6,752
-13% -$711K 2.94% 8
2023
Q1 		$5.57M Buy
52,489
+431
+0.8% +$47K 3.1% 10
2022
Q4 		$5.48M Buy
52,058
+468
+0.9% +$49.1K 3.18% 10
2022
Q3 		$4.96M Buy
51,590
+1,379
+3% +$147K 3.25% 8
2022
Q2 		$5.1M Buy
50,211
+6,292
+14% +$704K 3.09% 8
2022
Q1 		$5.25M Buy
43,919
+6,735
+18% +$793K 3.06% 8
2021
Q4 		$4.55M Buy
37,184
+1,137
+3% +$136K 2.59% 11
2021
Q3 		$4.08M Buy
36,047
+1,119
+3% +$130K 2.52% 11
2021
Q2 		$4.02M Buy
34,928
+1,999
+6% +$229K 2.47% 11
2021
Q1 		$3.6M Buy
32,929
+3,803
+13% +$396K 2.35% 11
2020
Q4 		$2.82M Buy
29,126
+1,932
+7% +$174K 2.15% 12
2020
Q3 		$2.2M Buy
27,194
+512
+2% +$41.4K 1.89% 13
2020
Q2 		$2.04M Buy
26,682
+3,697
+16% +$269K 1.97% 10
2020
Q1 		$1.47M Buy
22,985
+2,169
+10% +$185K 1.78% 12
2019
Q4 		$1.97M Buy
+20,816
New +$1.9M 2.06% 10

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

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

Powell Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.92% in Q2 2026, buying an estimated $76.2K and bringing the position to 53,243 shares worth $8.76M. The position accounts for 2.77% of the portfolio, ranked #8.

Powell Investment Advisors first reported a position in IWS in Q4 2019 and has held it in 27 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Powell Investment Advisors held 53,243 shares of iShares Russell Mid-Cap Value ETF worth $8.76M as of Q2 2026.
  • Powell Investment Advisors bought 483 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $76.2K.
  • iShares Russell Mid-Cap Value ETF made up 2.77% of Powell Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Powell Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.