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

Savvy Advisors Inc’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	$520K	Sell	3,570 -368	-9%	-$54.6K	0.01%	651
2025 Q4	$556K	Sell	3,938 -971	-20%	-$136K	0.02%	535
2025 Q3	$686K	Buy	4,909 +2,761	+129%	+$377K	0.03%	348
2025 Q2	$284K	Sell	2,148 -3,006	-58%	-$377K	0.02%	507
2025 Q1	$649K	Buy	5,154 +1,041	+25%	+$136K	0.07%	238
2024 Q4	$532K	Buy	+4,113	New	+$551K	0.06%	235

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

Savvy Advisors Inc's IWS Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.3% in Q1 2026, selling an estimated $54.6K and leaving 3,570 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #651.

Savvy Advisors Inc first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $686K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Savvy Advisors Inc held 3,570 shares of iShares Russell Mid-Cap Value ETF worth $520K as of Q1 2026.
Savvy Advisors Inc sold 368 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $54.6K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #651 holding.
Savvy Advisors Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's iShares Russell Mid-Cap Value ETF position peaked at $686K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.