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

Snowden Capital 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	$240K	Sell	1,649 -1,192	-42%	-$177K	0.01%	1125
2025 Q4	$401K	Buy	2,841 +1,092	+62%	+$153K	0.01%	920
2025 Q3	$244K	Hold	1,749	–	–	0.01%	1118
2025 Q2	$231K	Sell	1,749 -51	-3%	-$6.4K	0.01%	1117
2025 Q1	$227K	Sell	1,800 -900	-33%	-$117K	0.01%	1110
2024 Q4	$349K	Buy	2,700 +579	+27%	+$77.5K	0.01%	919
2024 Q3	$281K	Buy	2,121 +351	+20%	+$44.4K	0.01%	1024
2024 Q2	$214K	Hold	1,770	–	–	0.01%	1119
2024 Q1	$222K	Buy	+1,770	New	+$208K	0.01%	1094
2023 Q1	–	Sell	-3,388	Closed	-$357K	–	1172
2022 Q4	$357K	Buy	+3,388	New	+$355K	0.02%	856
2022 Q1	–	Sell	-2,752	Closed	-$336K	–	1552
2021 Q4	$336K	Buy	2,752 +202	+8%	+$24.1K	0.02%	541
2021 Q3	$289K	Buy	+2,550	New	+$295K	0.01%	708

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

Snowden Capital Advisors's IWS Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 42% in Q1 2026, selling an estimated $177K and leaving 1,649 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #1125.

Snowden Capital Advisors first reported a position in IWS in Q3 2021 and has held it in 12 quarters since. The position peaked at $401K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Snowden Capital Advisors held 1,649 shares of iShares Russell Mid-Cap Value ETF worth $240K as of Q1 2026.
Snowden Capital Advisors sold 1,192 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $177K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1125 holding.
Snowden Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 12 quarters since.
Snowden Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $401K in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.