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United Asset Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

United Asset Strategies’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
2025
Q2 		– Sell
-16,714
Closed -$2.11M – 244
2025
Q1 		$2.11M Buy
16,714
+362
+2% +$47.1K 0.2% 96
2024
Q4 		$2.12M Buy
16,352
+195
+1% +$26.1K 0.19% 99
2024
Q3 		$2.14M Buy
+16,157
New +$2.04M 0.2% 98

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Asset Strategies's IWS Position: Q2 2025 in Review

United Asset Strategies sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 16,714 shares — an estimated $2.11M sold.

United Asset Strategies first reported a position in IWS in Q3 2024 and held it in 3 quarters. The position peaked at $2.14M in Q3 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

  • United Asset Strategies reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • United Asset Strategies sold 16,714 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $2.11M.
  • United Asset Strategies first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and held it in 3 quarters.
  • United Asset Strategies's iShares Russell Mid-Cap Value ETF position peaked at $2.14M in Q3 2024.
  • 919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.