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

Prime Capital 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 		$1.51M Buy
9,151
+4,231
+86% +$668K 0.01% 431
2026
Q1 		$717K Buy
4,920
+751
+18% +$111K 0.01% 585
2025
Q4 		$588K Buy
4,169
+216
+5% +$30.2K 0.01% 608
2025
Q3 		$552K Buy
3,953
+1,145
+41% +$157K 0.01% 607
2025
Q2 		$371K Sell
2,808
-702
-20% -$88K ﹤0.01% 699
2025
Q1 		$442K Buy
3,510
+758
+28% +$98.7K 0.01% 711
2024
Q4 		$356K Buy
2,752
+94
+4% +$12.6K 0.01% 663
2024
Q3 		$352K Buy
2,658
+501
+23% +$63.3K 0.01% 680
2024
Q2 		$260K Sell
2,157
-211
-9% -$25.6K ﹤0.01% 768
2024
Q1 		$297K Buy
2,368
+80
+3% +$9.42K ﹤0.01% 777
2023
Q4 		$266K Buy
+2,288
New +$244K ﹤0.01% 773
2023
Q3 		– Sell
-2,156
Closed -$237K – 779
2023
Q2 		$237K Buy
+2,156
New +$227K ﹤0.01% 668
2022
Q2 		– Sell
-14,000
Closed -$1.71M – 412
2022
Q1 		$1.71M Sell
14,000
-146
-1% -$17.2K 0.1% 137
2021
Q4 		$1.73M Buy
14,146
+3,103
+28% +$370K 0.09% 138
2021
Q3 		$1.25M Buy
11,043
+1,150
+12% +$133K 0.08% 164
2021
Q2 		$1.14M Sell
9,893
-6,671
-40% -$765K 0.07% 175
2021
Q1 		$1.81M Buy
16,564
+2,466
+17% +$257K 0.13% 130
2020
Q4 		$1.37M Buy
+14,098
New +$1.27M 0.11% 144

Other funds holding IWS

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Prime Capital Investment Advisors's IWS Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 86% in Q2 2026, buying an estimated $668K and bringing the position to 9,151 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #431.

Prime Capital Investment Advisors first reported a position in IWS in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.81M in Q1 2021. 848 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Prime Capital Investment Advisors held 9,151 shares of iShares Russell Mid-Cap Value ETF worth $1.51M as of Q2 2026.
  • Prime Capital Investment Advisors bought 4,231 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $668K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #431 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 18 quarters since.
  • Prime Capital Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.81M in Q1 2021.
  • 848 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.