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

W Advisors LLC’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	–	Sell	-2,533	Closed	-$357K	–	148
2025 Q4	$357K	Buy	+2,533	New	+$354K	0.18%	101
2023 Q4	–	Sell	-3,272	Closed	-$341K	–	112
2023 Q3	$341K	Buy	+3,272	New	+$361K	0.28%	73
2023 Q1	–	Sell	-2,077	Closed	-$219K	–	106
2022 Q4	$219K	Buy	+2,077	New	+$218K	0.18%	99
2022 Q3	–	Sell	-2,656	Closed	-$270K	–	103
2022 Q2	$270K	Sell	2,656 -886	-25%	-$99.1K	0.23%	86
2022 Q1	$424K	Sell	3,542 -1,623	-31%	-$191K	0.32%	70
2021 Q4	$632K	Buy	+5,165	New	+$617K	0.47%	55

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $26B 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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

W Advisors LLC's IWS Position: Q1 2026 in Review

W Advisors LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,533 shares — an estimated $357K sold.

W Advisors LLC first reported a position in IWS in Q4 2021 and held it in 6 quarters. The position peaked at $632K in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

W Advisors LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
W Advisors LLC sold 2,533 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $357K.
W Advisors LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 6 quarters.
W Advisors LLC's iShares Russell Mid-Cap Value ETF position peaked at $632K in Q4 2021.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.