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

Stratos Wealth Partners’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 		$2.43M Buy
16,699
+4,636
+38% +$688K 0.03% 506
2025
Q4 		$1.7M Sell
12,063
-50
-0.4% -$6.99K 0.02% 587
2025
Q3 		$1.69M Sell
12,113
-412
-3% -$56.3K 0.02% 580
2025
Q2 		$1.66M Sell
12,525
-222
-2% -$27.8K 0.02% 550
2025
Q1 		$1.61M Sell
12,747
-765
-6% -$99.6K 0.02% 506
2024
Q4 		$1.75M Buy
13,512
+43
+0.3% +$5.75K 0.02% 515
2024
Q3 		$1.78M Buy
13,469
+330
+3% +$41.7K 0.03% 493
2024
Q2 		$1.59M Buy
13,139
+110
+0.8% +$13.4K 0.03% 501
2024
Q1 		$1.63M Sell
13,029
-1,611
-11% -$190K 0.03% 494
2023
Q4 		$1.7M Buy
14,640
+244
+2% +$26K 0.03% 455
2023
Q3 		$1.5M Buy
14,396
+566
+4% +$62.4K 0.03% 443
2023
Q2 		$1.52M Buy
13,830
+930
+7% +$98K 0.03% 405
2023
Q1 		$1.37M Sell
12,900
-1,228
-9% -$134K 0.04% 402
2022
Q4 		$1.49M Sell
14,128
-5
-0% -$524 0.04% 412
2022
Q3 		$1.36M Buy
14,133
+988
+8% +$106K 0.04% 401
2022
Q2 		$1.33M Buy
13,145
+999
+8% +$112K 0.03% 418
2022
Q1 		$1.45M Buy
12,146
+819
+7% +$96.4K 0.03% 449
2021
Q4 		$1.39M Buy
11,327
+683
+6% +$81.5K 0.03% 467
2021
Q3 		$1.21M Buy
10,644
+257
+2% +$29.8K 0.03% 465
2021
Q2 		$1.19M Buy
10,387
+363
+4% +$41.6K 0.03% 489
2021
Q1 		$1.1M Buy
10,024
+309
+3% +$32.2K 0.03% 472
2020
Q4 		$942K Sell
9,715
-227
-2% -$20.5K 0.03% 458
2020
Q3 		$804K Sell
9,942
-2,940
-23% -$238K 0.03% 464
2020
Q2 		$986K Sell
12,882
-1,774
-12% -$129K 0.04% 383
2020
Q1 		$939K Sell
14,656
-4,688
-24% -$401K 0.04% 347
2019
Q4 		$1.83M Buy
19,344
+1,600
+9% +$146K 0.07% 257
2019
Q3 		$1.59M Buy
17,744
+10
+0.1% +$886 0.07% 269
2019
Q2 		$1.58M Sell
17,734
-1,488
-8% -$131K 0.07% 265
2019
Q1 		$1.67M Sell
19,222
-2,734
-12% -$231K 0.08% 264
2018
Q4 		$1.68M Buy
21,956
+2,195
+11% +$184K 0.09% 241
2018
Q3 		$1.78M Buy
19,761
+605
+3% +$54.8K 0.08% 236
2018
Q2 		$1.7M Buy
19,156
+626
+3% +$55K 0.08% 262
2018
Q1 		$1.6M Buy
18,530
+843
+5% +$74.7K 0.07% 270
2017
Q4 		$1.58M Buy
17,687
+658
+4% +$57.2K 0.07% 266
2017
Q3 		$1.45M Buy
17,029
+589
+4% +$49.4K 0.07% 273
2017
Q2 		$1.38M Sell
16,440
-127
-0.8% -$10.6K 0.07% 251
2017
Q1 		$1.38M Buy
16,567
+3,976
+32% +$329K 0.08% 225
2016
Q4 		$1.01M Buy
12,591
+1,474
+13% +$115K 0.06% 269
2016
Q3 		$853K Buy
11,117
+403
+4% +$30.7K 0.06% 263
2016
Q2 		$796K Buy
10,714
+1,357
+15% +$98.4K 0.06% 251
2016
Q1 		$664K Sell
9,357
-272
-3% -$17.9K 0.06% 244
2015
Q4 		$661K Sell
9,629
-765
-7% -$53.8K 0.06% 246
2015
Q3 		$697K Sell
10,394
-23
-0.2% -$1.64K 0.09% 197
2015
Q2 		$769K Sell
10,417
-809
-7% -$61K 0.1% 186
2015
Q1 		$844K Buy
11,226
+53
+0.5% +$3.95K 0.1% 190
2014
Q4 		$824K Buy
+11,173
New +$803K 0.15% 149

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 $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
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 Partners's IWS Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 38% in Q1 2026, buying an estimated $688K and bringing the position to 16,699 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #506.

Stratos Wealth Partners first reported a position in IWS in Q4 2014 and has held it in 46 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Stratos Wealth Partners held 16,699 shares of iShares Russell Mid-Cap Value ETF worth $2.43M as of Q1 2026.
  • Stratos Wealth Partners bought 4,636 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $688K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #506 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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