Wealthfront Advisers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealthfront Advisers’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	$1.92M	Buy	13,145 +1,174	+10%	+$174K	﹤0.01%	607
2025 Q4	$1.69M	Sell	11,971 -430	-3%	-$60.1K	﹤0.01%	620
2025 Q3	$1.73M	Buy	12,401 +220	+2%	+$30.1K	﹤0.01%	607
2025 Q2	$1.61M	Buy	12,181 +1,451	+14%	+$182K	﹤0.01%	605
2025 Q1	$1.35M	Sell	10,730 -1,486	-12%	-$193K	﹤0.01%	608
2024 Q4	$1.58M	Buy	12,216 +2,591	+27%	+$347K	﹤0.01%	576
2024 Q3	$1.27M	Buy	9,625 +1,398	+17%	+$177K	﹤0.01%	603
2024 Q2	$993K	Buy	8,227 +699	+9%	+$84.9K	﹤0.01%	623
2024 Q1	$943K	Buy	7,528 +1,385	+23%	+$163K	﹤0.01%	626
2023 Q4	$714K	Sell	6,143 -425	-6%	-$45.3K	﹤0.01%	651
2023 Q3	$685K	Buy	6,568 +2,049	+45%	+$226K	﹤0.01%	627
2023 Q2	$496K	Sell	4,519 -1,276	-22%	-$134K	﹤0.01%	677
2023 Q1	$615K	Buy	5,795 +2,291	+65%	+$250K	﹤0.01%	623
2022 Q4	$369K	Buy	3,504 +34	+1%	+$3.57K	﹤0.01%	685
2022 Q3	$333K	Buy	3,470 +1,166	+51%	+$125K	﹤0.01%	673
2022 Q2	$234K	Buy	+2,304	New	+$258K	﹤0.01%	732

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

Wealthfront Advisers's IWS Position: Q1 2026 in Review

Wealthfront Advisers increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.8% in Q1 2026, buying an estimated $174K and bringing the position to 13,145 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Wealthfront Advisers first reported a position in IWS in Q2 2022 and has held it in 16 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Wealthfront Advisers held 13,145 shares of iShares Russell Mid-Cap Value ETF worth $1.92M as of Q1 2026.
Wealthfront Advisers bought 1,174 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $174K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #607 holding.
Wealthfront Advisers first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.