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

United Capital Financial 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 		$1.19M Sell
8,165
-219
-3% -$32.5K 0.01% 695
2025
Q4 		$1.18M Buy
8,384
+812
+11% +$114K 0.01% 681
2025
Q3 		$1.06M Sell
7,572
-659
-8% -$90.1K 0.01% 623
2025
Q2 		$1.09M Sell
8,231
-209
-2% -$26.2K 0.01% 568
2025
Q1 		$1.06M Sell
8,440
-405
-5% -$52.7K 0.01% 555
2024
Q4 		$1.14M Sell
8,845
-201
-2% -$26.9K 0.01% 522
2024
Q3 		$1.2M Buy
9,046
+293
+3% +$37K 0.01% 502
2024
Q2 		$1.06M Sell
8,753
-793
-8% -$96.4K 0.01% 513
2024
Q1 		$1.2M Sell
9,546
-2,850
-23% -$336K 0.01% 524
2023
Q4 		$1.44M Sell
12,396
-438
-3% -$46.7K 0.01% 483
2023
Q3 		$1.34M Sell
12,834
-1,204
-9% -$133K 0.01% 469
2023
Q2 		$1.54M Sell
14,038
-505
-3% -$53.2K 0.01% 475
2023
Q1 		$1.54M Sell
14,543
-2,824
-16% -$308K 0.01% 491
2022
Q4 		$1.83M Buy
17,367
+337
+2% +$35.3K 0.01% 498
2022
Q3 		$1.64M Sell
17,030
-1,563
-8% -$167K 0.01% 510
2022
Q2 		$1.89M Buy
18,593
+556
+3% +$62.2K 0.01% 503
2022
Q1 		$2.16M Buy
18,037
+627
+4% +$73.8K 0.01% 499
2021
Q4 		$2.13M Buy
17,410
+419
+2% +$50K 0.01% 525
2021
Q3 		$1.92M Sell
16,991
-1,328
-7% -$154K 0.01% 535
2021
Q2 		$2.11M Sell
18,319
-589
-3% -$67.5K 0.01% 527
2021
Q1 		$2.07M Sell
18,908
-1,069
-5% -$111K 0.01% 501
2020
Q4 		$1.94M Buy
19,977
+2,098
+12% +$189K 0.01% 514
2020
Q3 		$1.45M Sell
17,879
-835
-4% -$67.6K 0.01% 576
2020
Q2 		$1.43M Sell
18,714
-14,488
-44% -$1.05M 0.01% 582
2020
Q1 		$2.13M Sell
33,202
-114
-0.3% -$9.75K 0.02% 479
2019
Q4 		$3.16M Buy
33,316
+3,888
+13% +$355K 0.02% 507
2019
Q3 		$2.64M Buy
29,428
+5,916
+25% +$524K 0.02% 531
2019
Q2 		$2.1M Buy
23,512
+2,875
+14% +$252K 0.01% 608
2019
Q1 		$1.79M Sell
20,637
-58,919
-74% -$4.97M 0.01% 618
2018
Q4 		$6.07M Buy
79,556
+57,907
+267% +$4.84M 0.05% 331
2018
Q3 		$1.95M Sell
21,649
-115,351
-84% -$10.4M 0.01% 621
2018
Q2 		$12.1M Buy
137,000
+116,382
+564% +$10.2M 0.09% 260
2018
Q1 		$1.78M Sell
20,618
-1,680
-8% -$149K 0.01% 622
2017
Q4 		$2M Buy
22,298
+319
+1% +$27.7K 0.02% 587
2017
Q3 		$1.87M Buy
21,979
+1,317
+6% +$110K 0.02% 597
2017
Q2 		$1.74M Sell
20,662
-52,221
-72% -$4.35M 0.02% 617
2017
Q1 		$6.05M Buy
72,883
+6,934
+11% +$573K 0.06% 342
2016
Q4 		$5.3M Sell
65,949
-241
-0.4% -$18.8K 0.05% 360
2016
Q3 		$5.08M Sell
66,190
-3,420
-5% -$261K 0.05% 376
2016
Q2 		$5.15M Buy
69,610
+2,816
+4% +$204K 0.05% 359
2016
Q1 		$4.74M Sell
66,794
-37,694
-36% -$2.49M 0.05% 342
2015
Q4 		$7.17M Buy
104,488
+68,581
+191% +$4.82M 0.08% 266
2015
Q3 		$2.41M Sell
35,907
-31,879
-47% -$2.27M 0.03% 492
2015
Q2 		$5M Buy
67,786
+42,536
+168% +$3.21M 0.06% 337
2015
Q1 		$1.88M Buy
25,250
+643
+3% +$48K 0.02% 573
2014
Q4 		$1.81M Buy
24,607
+12,107
+97% +$870K 0.03% 494
2014
Q3 		$875K Buy
12,500
+1,227
+11% +$88K 0.02% 640
2014
Q2 		$819K Sell
11,273
-440
-4% -$30.7K 0.02% 595
2014
Q1 		$805K Sell
11,713
-1,231
-10% -$81.8K 0.02% 527
2013
Q4 		$851K Buy
12,944
+1,088
+9% +$69.3K 0.03% 353
2013
Q3 		$722K Sell
11,856
-2,228
-16% -$134K 0.02% 388
2013
Q2 		$816K Buy
+14,084
New +$816K 0.02% 436

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

United Capital Financial Advisors's IWS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.6% in Q1 2026, selling an estimated $32.5K and leaving 8,165 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #695.

United Capital Financial Advisors first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q2 2018. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • United Capital Financial Advisors held 8,165 shares of iShares Russell Mid-Cap Value ETF worth $1.19M as of Q1 2026.
  • United Capital Financial Advisors sold 219 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #695 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $12.1M in Q2 2018.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.