Sound View Wealth Advisors Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sound View Wealth Advisors Group’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	$1.06M	Hold	7,253	–	–	0.07%	186
2025 Q4	$1.02M	Hold	7,253	–	–	0.07%	189
2025 Q3	$1.01M	Hold	7,253	–	–	0.07%	189
2025 Q2	$958K	Hold	7,253	–	–	0.07%	191
2025 Q1	$914K	Hold	7,253	–	–	0.08%	185
2024 Q4	$938K	Buy	7,253 +210	+3%	+$28.1K	0.08%	186
2024 Q3	$931K	Sell	7,043 -30	-0.4%	-$3.79K	0.08%	183
2024 Q2	$854K	Sell	7,073 -108	-2%	-$13.1K	0.09%	173
2024 Q1	$900K	Hold	7,181	–	–	0.1%	175
2023 Q4	$835K	Sell	7,181 -301	-4%	-$32.1K	0.09%	181
2023 Q3	$781K	Sell	7,482 -1,585	-17%	-$175K	0.1%	172
2023 Q2	$996K	Sell	9,067 -424	-4%	-$44.7K	0.13%	147
2023 Q1	$1.01M	Buy	9,491 +2,310	+32%	+$252K	0.14%	143
2022 Q4	$835K	Buy	7,181 +2,263	+46%	+$237K	0.09%	181
2022 Q3	$472K	Sell	4,918 -70	-1%	-$7.48K	0.11%	166
2022 Q2	$507K	Hold	4,988	–	–	0.11%	165
2022 Q1	$597K	Hold	4,988	–	–	0.11%	156
2021 Q4	$610K	Hold	4,988	–	–	0.12%	159
2021 Q3	$565K	Sell	4,988 -95	-2%	-$11K	0.12%	154
2021 Q2	$584K	Buy	+5,083	New	+$583K	0.12%	156

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

Sound View Wealth Advisors Group's IWS Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 7,253 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #186.

Sound View Wealth Advisors Group first reported a position in IWS in Q2 2021 and has held it in 20 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Sound View Wealth Advisors Group held 7,253 shares of iShares Russell Mid-Cap Value ETF worth $1.06M as of Q1 2026.
Sound View Wealth Advisors Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #186 holding.
Sound View Wealth Advisors Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.