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

Trifecta Capital 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 Q3	$35.4K	Hold	220	–	–	﹤0.01%	197
2026 Q2	$36.2K	Hold	220	–	–	﹤0.01%	203
2026 Q1	$32.1K	Hold	220	–	–	0.01%	191
2025 Q4	$31K	Hold	220	–	–	﹤0.01%	181
2025 Q3	$30.7K	Hold	220	–	–	﹤0.01%	189
2025 Q2	$29.1K	Hold	220	–	–	﹤0.01%	196
2025 Q1	$27.7K	Buy	+220	New	+$28.6K	0.01%	177

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Trifecta Capital Advisors's IWS Position: Q3 2026 in Review

Trifecta Capital Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 220 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Trifecta Capital Advisors first reported a position in IWS in Q1 2025 and has held it in 7 quarters since. The position peaked at $36.2K in Q2 2026. 602 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Trifecta Capital Advisors held 220 shares of iShares Russell Mid-Cap Value ETF worth $35.4K as of Q3 2026.
Trifecta Capital Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #197 holding.
Trifecta Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Trifecta Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $36.2K in Q2 2026.
602 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.