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

Stratos 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
Q1 		$290K Sell
1,987
-509
-20% -$75.6K 0.02% 485
2025
Q4 		$352K Sell
2,496
-165
-6% -$23.1K 0.02% 498
2025
Q3 		$372K Buy
2,661
+371
+16% +$50.7K 0.02% 508
2025
Q2 		$303K Sell
2,290
-288
-11% -$36.1K 0.02% 538
2025
Q1 		$325K Sell
2,578
-1,678
-39% -$218K 0.02% 534
2024
Q4 		$551K Sell
4,256
-72
-2% -$9.64K 0.03% 449
2024
Q3 		$573K Sell
4,328
-111
-3% -$14K 0.03% 468
2024
Q2 		$536K Buy
4,439
+747
+20% +$90.8K 0.03% 455
2024
Q1 		$463K Sell
3,692
-1,060
-22% -$125K 0.03% 475
2023
Q4 		$553K Sell
4,752
-470
-9% -$50.1K 0.03% 445
2023
Q3 		$545K Buy
5,222
+1,704
+48% +$188K 0.04% 417
2023
Q2 		$386K Buy
3,518
+611
+21% +$64.4K 0.03% 468
2023
Q1 		$309K Sell
2,907
-343
-11% -$37.4K 0.02% 487
2022
Q4 		$342K Sell
3,250
-480
-13% -$50.3K 0.03% 450
2022
Q3 		$358K Sell
3,730
-1,554
-29% -$166K 0.04% 400
2022
Q2 		$537K Sell
5,284
-971
-16% -$109K 0.05% 351
2022
Q1 		$748K Sell
6,255
-3,163
-34% -$372K 0.06% 320
2021
Q4 		$1.15M Buy
9,418
+1,550
+20% +$185K 0.08% 260
2021
Q3 		$891K Sell
7,868
-1,446
-16% -$167K 0.08% 270
2021
Q2 		$1.07M Buy
9,314
+5,401
+138% +$619K 0.09% 233
2021
Q1 		$428K Buy
3,913
+1,002
+34% +$104K 0.05% 339
2020
Q4 		$282K Buy
+2,911
New +$262K 0.04% 327

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Stratos Wealth Advisors's IWS Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 20% in Q1 2026, selling an estimated $75.6K and leaving 1,987 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #485.

Stratos Wealth Advisors first reported a position in IWS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Stratos Wealth Advisors held 1,987 shares of iShares Russell Mid-Cap Value ETF worth $290K as of Q1 2026.
  • Stratos Wealth Advisors sold 509 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $75.6K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #485 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Stratos Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.15M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.