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 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 $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

River Wealth Advisors's IWS Position: Q1 2026 in Review

River Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,859 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #182.

River Wealth Advisors first reported a position in IWS in Q3 2018 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

River Wealth Advisors held 1,859 shares of iShares Russell Mid-Cap Value ETF worth $271K as of Q1 2026.
River Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #182 holding.
River Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.