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 Q2	$296K	Buy	1,800 +151	+9%	+$23.8K	0.01%	1074
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 $1.89T 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

Snowden Capital Advisors's IWS Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.2% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,800 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1074.

Snowden Capital Advisors first reported a position in IWS in Q3 2021 and has held it in 13 quarters since. The position peaked at $401K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Snowden Capital Advisors held 1,800 shares of iShares Russell Mid-Cap Value ETF worth $296K as of Q2 2026.
Snowden Capital Advisors bought 151 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $23.8K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1074 holding.
Snowden Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 13 quarters since.
Snowden Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $401K in Q4 2025.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.