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

Prosperity Capital 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	$276K	Buy	1,675 +20	+1%	+$3.16K	0.01%	356
2026 Q1	$241K	Sell	1,655 -318	-16%	-$47.2K	0.01%	364
2025 Q4	$278K	Sell	1,973 -717	-27%	-$100K	0.02%	329
2025 Q3	$376K	Sell	2,690 -25	-0.9%	-$3.42K	0.02%	313
2025 Q2	$359K	Buy	2,715 +15	+0.6%	+$1.88K	0.02%	299
2025 Q1	$341K	Sell	2,700 -11,258	-81%	-$1.47M	0.03%	280
2024 Q4	$1.81M	Buy	13,958 +10,854	+350%	+$1.45M	0.15%	109
2024 Q3	$411K	Sell	3,104 -148	-5%	-$18.7K	0.03%	240
2024 Q2	$393K	Buy	3,252 +1,312	+68%	+$159K	0.04%	219
2024 Q1	$243K	Buy	+1,940	New	+$228K	0.03%	292
2023 Q3	–	Sell	-1,986	Closed	-$218K	–	244
2023 Q2	$218K	Hold	1,986	–	–	0.03%	213
2023 Q1	$211K	Sell	1,986 -97	-5%	-$10.6K	0.03%	193
2022 Q4	$219K	Buy	+2,083	New	+$218K	0.07%	179

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Prosperity Capital Advisors's IWS Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q2 2026, buying an estimated $3.16K and bringing the position to 1,675 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #356.

Prosperity Capital Advisors first reported a position in IWS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2024. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Prosperity Capital Advisors held 1,675 shares of iShares Russell Mid-Cap Value ETF worth $276K as of Q2 2026.
Prosperity Capital Advisors bought 20 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.16K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #356 holding.
Prosperity Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.81M in Q4 2024.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.