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

Signal Advisors Wealth’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	$738K	Sell	5,063 -143	-3%	-$21.2K	0.05%	299
2025 Q4	$734K	Sell	5,206 -182	-3%	-$25.4K	0.06%	243
2025 Q3	$753K	Buy	5,388 +2,035	+61%	+$278K	0.07%	205
2025 Q2	$443K	Sell	3,353 -1,121	-25%	-$141K	0.03%	312
2025 Q1	$564K	Buy	4,474 +291	+7%	+$37.9K	0.06%	260
2024 Q4	$541K	Sell	4,183 -288	-6%	-$38.5K	0.06%	253
2024 Q3	$591K	Buy	+4,471	New	+$565K	0.08%	227
2024 Q2	–	Sell	-7,583	Closed	-$950K	–	184
2024 Q1	$950K	Buy	7,583 +5,471	+259%	+$644K	0.24%	93
2023 Q4	$246K	Buy	+2,112	New	+$225K	0.09%	195

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

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

Signal Advisors Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.7% in Q1 2026, selling an estimated $21.2K and leaving 5,063 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #299.

Signal Advisors Wealth first reported a position in IWS in Q4 2023 and has held it in 9 quarters since. The position peaked at $950K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Signal Advisors Wealth held 5,063 shares of iShares Russell Mid-Cap Value ETF worth $738K as of Q1 2026.
Signal Advisors Wealth sold 143 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $21.2K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q1 2026, its #299 holding.
Signal Advisors Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's iShares Russell Mid-Cap Value ETF position peaked at $950K in Q1 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.