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

Sanctuary 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	$9.14M	Buy	55,542 +679	+1%	+$107K	0.04%	432
2026 Q1	$8M	Sell	54,863 -279	-0.5%	-$41.4K	0.04%	429
2025 Q4	$7.78M	Sell	55,142 -633	-1%	-$88.5K	0.04%	422
2025 Q3	$7.79M	Buy	55,775 +454	+0.8%	+$62.1K	0.04%	402
2025 Q2	$7.31M	Sell	55,321 -1,094	-2%	-$137K	0.05%	398
2025 Q1	$7.11M	Sell	56,415 -317	-0.6%	-$41.3K	0.05%	382
2024 Q4	$7.64M	Sell	56,732 -1,342	-2%	-$180K	0.05%	381
2024 Q3	$8.05M	Buy	58,074 +1,148	+2%	+$145K	0.05%	365
2024 Q2	$6.83M	Buy	+56,926	New	+$6.92M	0.05%	368

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

Sanctuary Advisors's IWS Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q2 2026, buying an estimated $107K and bringing the position to 55,542 shares worth $9.14M. The position accounts for 0.04% of the portfolio, ranked #432.

Sanctuary Advisors first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Sanctuary Advisors held 55,542 shares of iShares Russell Mid-Cap Value ETF worth $9.14M as of Q2 2026.
Sanctuary Advisors bought 679 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $107K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #432 holding.
Sanctuary Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.