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

SOA Wealth 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
2025 Q4	–	Sell	-1,193	Closed	-$167K	–	889
2025 Q3	$167K	Buy	1,193 +5	+0.4%	+$683	0.03%	225
2025 Q2	$157K	Buy	1,188 +4	+0.3%	+$502	0.03%	225
2025 Q1	$149K	Buy	1,184 +5	+0.4%	+$651	0.03%	217
2024 Q4	$153K	Buy	1,179 +5	+0.4%	+$669	0.03%	212
2024 Q3	$155K	Sell	1,174 -426	-27%	-$53.8K	0.03%	207
2024 Q2	$193K	Buy	1,600 +4	+0.3%	+$486	0.04%	188
2024 Q1	$200K	Hold	1,596	–	–	0.04%	184
2023 Q4	$186K	Hold	1,596	–	–	0.04%	186
2023 Q3	$167K	Buy	1,596 +431	+37%	+$47.5K	0.04%	182
2023 Q2	$128K	Hold	1,165	–	–	0.03%	209
2023 Q1	$124K	Hold	1,165	–	–	0.03%	208
2022 Q4	$123K	Buy	+1,165	New	+$122K	0.03%	202
2021 Q2	–	Sell	-391	Closed	-$42K	–	917
2021 Q1	$42K	Buy	+391	New	+$40.7K	0.01%	293

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOA Wealth Advisors's IWS Position: Q4 2025 in Review

SOA Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,193 shares — an estimated $167K sold.

SOA Wealth Advisors first reported a position in IWS in Q1 2021 and held it in 13 quarters. The position peaked at $200K in Q1 2024. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

SOA Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1,193 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $167K.
SOA Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 13 quarters.
SOA Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $200K in Q1 2024.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.