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 Q2	$665K	Buy	4,038 +8	+0.2%	+$1.26K	0.21%	67
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 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

Skyline Advisors's IWS Position: Q2 2026 in Review

Skyline Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.2% in Q2 2026, buying an estimated $1.26K and bringing the position to 4,038 shares worth $665K. The position accounts for 0.21% of the portfolio, ranked #67.

Skyline Advisors first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Skyline Advisors held 4,038 shares of iShares Russell Mid-Cap Value ETF worth $665K as of Q2 2026.
Skyline Advisors bought 8 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell Mid-Cap Value ETF made up 0.21% of Skyline Advisors's portfolio in Q2 2026, its #67 holding.
Skyline Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.