SA
IWS icon

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

Skyline 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 		$587K Buy
4,030
+12
+0.3% +$1.78K 0.2% 64
2025
Q4 		$567K Buy
4,018
+18
+0.5% +$2.52K 0.19% 51
2025
Q3 		$559K Buy
4,000
+15
+0.4% +$2.05K 0.19% 52
2025
Q2 		$527K Buy
3,985
+12
+0.3% +$1.5K 0.19% 59
2025
Q1 		$501K Buy
3,973
+11
+0.3% +$1.43K 0.2% 51
2024
Q4 		$512K Buy
3,962
+18
+0.5% +$2.41K 0.2% 51
2024
Q3 		$522K Buy
3,944
+15
+0.4% +$1.9K 0.21% 46
2024
Q2 		$474K Buy
3,929
+7
+0.2% +$851 0.21% 46
2024
Q1 		$492K Buy
3,922
+116
+3% +$13.7K 0.22% 42
2023
Q4 		$443K Buy
+3,806
New +$405K 0.21% 43

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Skyline Advisors's IWS Position: Q1 2026 in Review

Skyline Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.3% in Q1 2026, buying an estimated $1.78K and bringing the position to 4,030 shares worth $587K. The position accounts for 0.2% of the portfolio, ranked #64.

Skyline Advisors first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Skyline Advisors held 4,030 shares of iShares Russell Mid-Cap Value ETF worth $587K as of Q1 2026.
  • Skyline Advisors bought 12 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.78K.
  • iShares Russell Mid-Cap Value ETF made up 0.2% of Skyline Advisors's portfolio in Q1 2026, its #64 holding.
  • Skyline Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 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 Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.