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

Realta 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	$160K	Sell	969 -159	-14%	-$25.1K	0.05%	222
2026 Q1	$164K	Buy	1,128 +62	+6%	+$9.2K	0.06%	210
2025 Q4	$150K	Buy	1,066 +345	+48%	+$48.2K	0.05%	208
2025 Q3	$101K	Buy	721 +278	+63%	+$38K	0.03%	210
2025 Q2	$58.5K	Sell	443 -518	-54%	-$65K	0.02%	222
2025 Q1	$121K	Buy	961 +163	+20%	+$21.2K	0.06%	200
2024 Q4	$104K	Buy	798 +772	+2,969%	+$103K	0.04%	218
2024 Q3	$3.46K	Buy	+26	New	+$3.29K	﹤0.01%	328
2023 Q1	–	Sell	-53	Closed	-$5.58K	–	631
2022 Q4	$5.58K	Sell	53 -125	-70%	-$13.1K	﹤0.01%	766
2022 Q3	$17K	Buy	+178	New	+$19K	﹤0.01%	634
2020 Q1	–	Sell	-3	Closed	–	–	861
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1629
2019 Q3	$0	Sell	3 -339	-99%	-$30K	﹤0.01%	1702
2019 Q2	$30K	Sell	342 -1,485	-81%	-$130K	0.01%	807
2019 Q1	$159K	Buy	+1,827	New	+$154K	0.07%	317

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Realta Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q2 2026, selling an estimated $25.1K and leaving 969 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #222.

Realta Investment Advisors first reported a position in IWS in Q1 2019 and has held it in 14 quarters since. The position peaked at $164K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Realta Investment Advisors held 969 shares of iShares Russell Mid-Cap Value ETF worth $160K as of Q2 2026.
Realta Investment Advisors sold 159 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $25.1K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Realta Investment Advisors's portfolio in Q2 2026, its #222 holding.
Realta Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 14 quarters since.
Realta Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $164K in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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