United Advisor Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

United Advisor Group’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	$389K	Buy	2,364 +115	+5%	+$18.1K	0.04%	366
2026 Q1	$328K	Sell	2,249 -398	-15%	-$59.1K	0.04%	373
2025 Q4	$373K	Buy	2,647 +62	+2%	+$8.67K	0.05%	330
2025 Q3	$361K	Buy	2,585 +254	+11%	+$34.7K	0.05%	323
2025 Q2	$308K	Buy	+2,331	New	+$292K	0.05%	309

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

TCIIS

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Advisor Group's IWS Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,364 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #366.

United Advisor Group first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

United Advisor Group held 2,364 shares of iShares Russell Mid-Cap Value ETF worth $389K as of Q2 2026.
United Advisor Group bought 115 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.1K.
iShares Russell Mid-Cap Value ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #366 holding.
United Advisor Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.