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 Q2	$214K	Buy	+1,303	New	+$206K	0.1%	147
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 $1.89T 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

W Advisors LLC's IWS Position: Q2 2026 in Review

W Advisors LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,303 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #147 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in IWS as recently as Q4 2025.

W Advisors LLC first reported a position in IWS in Q4 2021 and has held it in 7 quarters since. The position peaked at $632K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

W Advisors LLC held 1,303 shares of iShares Russell Mid-Cap Value ETF worth $214K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new W Advisors LLC position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.1% of W Advisors LLC's portfolio in Q2 2026, its #147 holding.
W Advisors LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
W Advisors LLC's iShares Russell Mid-Cap Value ETF position peaked at $632K in Q4 2021.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.