Register Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.8K	Hold	254	–	–	0.01%	317
2026 Q1	$37K	Hold	254	–	–	0.01%	289
2025 Q4	$35.8K	Hold	254	–	–	0.01%	278
2025 Q3	$35.5K	Hold	254	–	–	0.01%	271
2025 Q2	$33.6K	Hold	254	–	–	0.01%	271
2025 Q1	$32K	Hold	254	–	–	0.02%	247
2024 Q4	$32.9K	Hold	254	–	–	0.02%	242
2024 Q3	$33.6K	Hold	254	–	–	0.02%	236
2024 Q2	$30.7K	Hold	254	–	–	0.02%	404
2024 Q1	$31.8K	Hold	254	–	–	0.02%	398
2023 Q4	$29.5K	Hold	254	–	–	0.02%	225
2023 Q3	$26.5K	Hold	254	–	–	0.02%	313
2023 Q2	$27.9K	Hold	254	–	–	0.02%	312
2023 Q1	$27K	Hold	254	–	–	0.02%	304
2022 Q4	$26.8K	Buy	+254	New	+$26.6K	0.02%	481

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Register Financial Advisors's IWS Position: Q2 2026 in Review

Register Financial Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 254 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #317.

Register Financial Advisors first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Register Financial Advisors held 254 shares of iShares Russell Mid-Cap Value ETF worth $41.8K as of Q2 2026.
Register Financial Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #317 holding.
Register Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.