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

River Wealth 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	$306K	Hold	1,859	–	–	0.03%	190
2026 Q1	$271K	Hold	1,859	–	–	0.03%	182
2025 Q4	$262K	Hold	1,859	–	–	0.03%	187
2025 Q3	$260K	Sell	1,859 -10	-0.5%	-$1.37K	0.03%	187
2025 Q2	$247K	Hold	1,869	–	–	0.03%	189
2025 Q1	$235K	Hold	1,869	–	–	0.03%	189
2024 Q4	$242K	Buy	1,869 +209	+13%	+$28K	0.03%	197
2024 Q3	$220K	Hold	1,660	–	–	0.03%	202
2024 Q2	$200K	Hold	1,660	–	–	0.03%	192
2024 Q1	$208K	Buy	+1,660	New	+$195K	0.03%	206
2018 Q4	–	Sell	-132	Closed	-$12K	–	566
2018 Q3	$12K	Buy	+132	New	+$11.9K	﹤0.01%	435

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

River Wealth Advisors's IWS Position: Q2 2026 in Review

River Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,859 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #190.

River Wealth Advisors first reported a position in IWS in Q3 2018 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

River Wealth Advisors held 1,859 shares of iShares Russell Mid-Cap Value ETF worth $306K as of Q2 2026.
River Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of River Wealth Advisors's portfolio in Q2 2026, its #190 holding.
River Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 11 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.