Three Bearings Fiduciary Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Three Bearings Fiduciary 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	$1.42M	Sell	8,604 -137	-2%	-$21.6K	1.27%	21
2026 Q1	$1.27M	Hold	8,741	–	–	1.23%	24
2025 Q4	$1.28M	Buy	+8,741	New	+$1.22M	1.2%	25

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IWS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.6% in Q2 2026, selling an estimated $21.6K and leaving 8,604 shares worth $1.42M. The position accounts for 1.27% of the portfolio, ranked #21.

Three Bearings Fiduciary Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Three Bearings Fiduciary Advisors held 8,604 shares of iShares Russell Mid-Cap Value ETF worth $1.42M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 137 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $21.6K.
iShares Russell Mid-Cap Value ETF made up 1.27% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #21 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.