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

VestGen 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	$4.68M	Sell	29,126 -672	-2%	-$113K	0.14%	141
2026 Q2	$4.9M	Sell	29,798 -384	-1%	-$60.6K	0.14%	145
2026 Q1	$4.76M	Sell	30,182 -233	-0.8%	-$34.6K	0.13%	143
2025 Q4	$4.29M	Buy	30,415 +2,744	+10%	+$384K	0.18%	122
2025 Q3	$3.86M	Buy	27,671 +182	+0.7%	+$24.9K	0.13%	157
2025 Q2	$3.63M	Buy	27,489 +132	+0.5%	+$16.6K	0.14%	144
2025 Q1	$3.45M	Buy	+27,357	New	+$3.56M	0.16%	135

Other funds holding IWS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VestGen Advisors's IWS Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.3% in Q3 2026, selling an estimated $113K and leaving 29,126 shares worth $4.68M. The position accounts for 0.14% of the portfolio, ranked #141.

VestGen Advisors first reported a position in IWS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.9M in Q2 2026. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

VestGen Advisors held 29,126 shares of iShares Russell Mid-Cap Value ETF worth $4.68M as of Q3 2026.
VestGen Advisors sold 672 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $113K.
iShares Russell Mid-Cap Value ETF made up 0.14% of VestGen Advisors's portfolio in Q3 2026, its #141 holding.
VestGen Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Russell Mid-Cap Value ETF position peaked at $4.9M in Q2 2026.
926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.