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

Regal 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
Q1 		$344K Buy
2,363
+272
+13% +$40.4K 0.02% 504
2025
Q4 		$295K Buy
2,091
+24
+1% +$3.35K 0.02% 517
2025
Q3 		$289K Hold
2,067
– – 0.02% 471
2025
Q2 		$273K Buy
2,067
+42
+2% +$5.27K 0.02% 445
2025
Q1 		$255K Sell
2,025
-187
-8% -$24.3K 0.02% 433
2024
Q4 		$286K Hold
2,212
– – 0.02% 417
2024
Q3 		$293K Sell
2,212
-519
-19% -$65.6K 0.02% 454
2024
Q2 		$330K Sell
2,731
-13
-0.5% -$1.58K 0.02% 439
2024
Q1 		$344K Buy
2,744
+2
+0.1% +$236 0.02% 432
2023
Q4 		$319K Sell
2,742
-215
-7% -$22.9K 0.02% 409
2023
Q3 		$309K Sell
2,957
-114
-4% -$12.6K 0.03% 385
2023
Q2 		$337K Buy
3,071
+336
+12% +$35.4K 0.03% 375
2023
Q1 		$290K Buy
2,735
+2
+0.1% +$218 0.03% 403
2022
Q4 		$288K Sell
2,733
-8
-0.3% -$839 0.03% 386
2022
Q3 		$263K Buy
2,741
+3
+0.1% +$320 0.03% 392
2022
Q2 		$278K Sell
2,738
-119
-4% -$13.3K 0.03% 386
2022
Q1 		$342K Sell
2,857
-1,451
-34% -$171K 0.03% 374
2021
Q4 		$527K Buy
4,308
+1,650
+62% +$197K 0.05% 325
2021
Q3 		$301K Buy
2,658
+23
+0.9% +$2.66K 0.03% 426
2021
Q2 		$303K Buy
+2,635
New +$302K 0.03% 419
2021
Q1 		– Sell
-2,135
Closed -$207K – 234
2020
Q4 		$207K Buy
+2,135
New +$192K 0.02% 444
2019
Q2 		– Sell
-2,300
Closed -$200K – 341
2019
Q1 		$200K Buy
+2,300
New +$194K 0.04% 296
2017
Q3 		– Sell
-2,594
Closed -$218K – 288
2017
Q2 		$218K Sell
2,594
-671
-21% -$55.8K 0.05% 241
2017
Q1 		$271K Buy
3,265
+187
+6% +$15.5K 0.07% 220
2016
Q4 		$248K Sell
3,078
-1,696
-36% -$132K 0.07% 218
2016
Q3 		$367K Buy
4,774
+311
+7% +$23.7K 0.1% 182
2016
Q2 		$332K Buy
4,463
+1,253
+39% +$90.8K 0.09% 189
2016
Q1 		$228K Buy
+3,210
New +$212K 0.06% 227
2015
Q4 		– Sell
-2,316
Closed -$155K – 583
2015
Q3 		$155K Hold
2,316
– – 0.04% 282
2015
Q2 		$170K Hold
2,316
– – 0.05% 265
2015
Q1 		$174K Buy
2,316
+1,500
+184% +$112K 0.04% 268
2014
Q4 		$60K Hold
816
– – 0.02% 375
2014
Q3 		$57K Buy
816
+322
+65% +$23.1K 0.02% 392
2014
Q2 		$36K Hold
494
– – 0.01% 439
2014
Q1 		$34K Buy
+494
New +$32.8K 0.01% 417
2013
Q4 		– Sell
-4,269
Closed -$260K – 897
2013
Q3 		$260K Sell
4,269
-709
-14% -$42.8K 0.15% 145
2013
Q2 		$288K Buy
+4,978
New +$288K 0.16% 134

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $26B 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 $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Regal Investment Advisors's IWS Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q1 2026, buying an estimated $40.4K and bringing the position to 2,363 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #504.

Regal Investment Advisors first reported a position in IWS in Q2 2013 and has held it in 37 quarters since. The position peaked at $527K in Q4 2021. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Regal Investment Advisors held 2,363 shares of iShares Russell Mid-Cap Value ETF worth $344K as of Q1 2026.
  • Regal Investment Advisors bought 272 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $40.4K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #504 holding.
  • Regal Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 37 quarters since.
  • Regal Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $527K in Q4 2021.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.