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

Schechter Investment 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 Q1	$615K	Hold	4,885	–	–	0.05%	323
2024 Q4	$632K	Hold	4,885	–	–	0.05%	337
2024 Q3	$646K	Hold	4,885	–	–	0.05%	345
2024 Q2	$590K	Hold	4,885	–	–	0.04%	338
2024 Q1	$612K	Buy	+4,885	New	+$575K	0.05%	341

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Schechter Investment Advisors's IWS Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2025 at 4,885 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #323.

Schechter Investment Advisors first reported a position in IWS in Q1 2024 and has held it in 5 quarters since. The position peaked at $646K in Q3 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

Schechter Investment Advisors held 4,885 shares of iShares Russell Mid-Cap Value ETF worth $615K as of Q1 2025.
Schechter Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2025.
iShares Russell Mid-Cap Value ETF made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #323 holding.
Schechter Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
Schechter Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $646K in Q3 2024.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.