U.S. Capital Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

U.S. Capital 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	$202K	Buy	+1,389	New	+$206K	0.01%	957
2023 Q1	–	Sell	-288	Closed	-$30.3K	–	1083
2022 Q4	$30.3K	Buy	+288	New	+$30.2K	﹤0.01%	1002

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 1,389 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in IWS as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in IWS in Q4 2022 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

U.S. Capital Wealth Advisors held 1,389 shares of iShares Russell Mid-Cap Value ETF worth $202K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #957 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.