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

Rise 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
2025 Q4	–	Sell	-195	Closed	-$27.3K	–	767
2025 Q3	$27.3K	Sell	195 -7	-3%	-$957	0.01%	419
2025 Q2	$26.6K	Buy	202 +8	+4%	+$1K	0.01%	393
2025 Q1	$24.4K	Buy	194 +1	+0.5%	+$130	0.01%	408
2024 Q4	$25K	Buy	193 +1	+0.5%	+$134	0.01%	503
2024 Q3	$25.4K	Buy	192 +1	+0.5%	+$126	0.01%	512
2024 Q2	$23.1K	Hold	191	–	–	0.01%	533
2024 Q1	$23.9K	Buy	191 +1	+0.5%	+$118	0.01%	520
2023 Q4	$22.1K	Buy	190 +2	+1%	+$213	0.02%	243
2023 Q3	$19.6K	Hold	188	–	–	0.02%	239
2023 Q2	$20.7K	Hold	188	–	–	0.02%	235
2023 Q1	$19.9K	Buy	188 +1	+0.5%	+$109	0.02%	256
2022 Q4	$19.7K	Buy	187 +1	+0.5%	+$105	0.02%	253
2022 Q3	$18K	Buy	186 +2	+1%	+$214	0.01%	262
2022 Q2	$19K	Hold	184	–	–	0.02%	245
2022 Q1	$22K	Buy	184 +1	+0.5%	+$118	0.02%	231
2021 Q4	$22.4K	Buy	+183	New	+$21.8K	0.02%	233

Other funds holding IWS

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rise Advisors's IWS Position: Q4 2025 in Review

Rise Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 195 shares — an estimated $27.3K sold.

Rise Advisors first reported a position in IWS in Q4 2021 and held it in 16 quarters. The position peaked at $27.3K in Q3 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Rise Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 195 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $27.3K.
Rise Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares Russell Mid-Cap Value ETF position peaked at $27.3K in Q3 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.