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

TFB 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 		– Sell
-12,289
Closed -$1.73M – 260
2025
Q4 		$1.73M Sell
12,289
-326
-3% -$45.6K 0.48% 47
2025
Q3 		$1.75M Sell
12,615
-2,491
-16% -$340K 0.51% 44
2025
Q2 		$2M Sell
15,106
-821
-5% -$103K 0.52% 41
2025
Q1 		$2.01M Buy
15,927
+393
+3% +$51.2K 0.58% 39
2024
Q4 		$2.01M Sell
15,534
-225
-1% -$30.1K 0.57% 38
2024
Q3 		$2.08M Sell
15,759
-294
-2% -$37.2K 0.62% 35
2024
Q2 		$1.94M Buy
16,053
+1,785
+13% +$217K 0.63% 36
2024
Q1 		$1.69M Buy
14,268
+478
+3% +$56.3K 0.61% 37
2023
Q4 		$1.6M Buy
+13,790
New +$1.47M 0.82% 31
2023
Q3 		– Sell
-12,474
Closed -$1.37M – 166
2023
Q2 		$1.37M Buy
12,474
+8,939
+253% +$942K 0.6% 38
2023
Q1 		$375K Buy
3,535
+488
+16% +$53.2K 0.29% 69
2022
Q4 		$321K Buy
+3,047
New +$320K 0.27% 77

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

TFB Advisors's IWS Position: Q1 2026 in Review

TFB Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 12,289 shares — an estimated $1.73M sold.

TFB Advisors first reported a position in IWS in Q4 2022 and held it in 12 quarters. The position peaked at $2.08M in Q3 2024. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • TFB Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 12,289 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.73M.
  • TFB Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 12 quarters.
  • TFB Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.08M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.