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

Strategic 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
2026
Q2 		$70K Hold
500
– – 0.06% 87
2026
Q1 		$72K Hold
500
– – 0.06% 84
2025
Q4 		$70K Buy
+500
New +$69.9K 0.06% 87

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Wealth Advisors's IWS Position: Q2 2026 in Review

Strategic Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 500 shares worth $70K. The position accounts for 0.06% of the portfolio, ranked #87.

Strategic Wealth Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. The position peaked at $72K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Strategic Wealth Advisors held 500 shares of iShares Russell Mid-Cap Value ETF worth $70K as of Q2 2026.
  • Strategic Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Strategic Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Strategic Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $72K in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.