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

Spectrum 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	$657K	Buy	+4,509	New	+$669K	0.52%	27

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Spectrum Advisors's IWS Position: Q1 2026 in Review

Spectrum Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 4,509 shares worth $657K. The stake represents 0.52% of the portfolio and ranks #27 among its holdings.

996 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Spectrum Advisors held 4,509 shares of iShares Russell Mid-Cap Value ETF worth $657K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new Spectrum Advisors position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.52% of Spectrum Advisors's portfolio in Q1 2026, its #27 holding.
996 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.