Wealthspire Advisors (New York)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealthspire Advisors (New York)’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	$3.17M	Buy	19,288 +1,546	+9%	+$244K	0.02%	335
2026 Q1	$2.59M	Sell	17,742 -1,399	-7%	-$208K	0.02%	247
2025 Q4	$2.7M	Sell	19,141 -18,699	-49%	-$2.61M	0.02%	247
2025 Q3	$5.29M	Buy	37,840 +8	+0%	+$1.09K	0.03%	160
2025 Q2	$5M	Buy	37,832 +2,360	+7%	+$296K	0.03%	159
2025 Q1	$4.47M	Buy	35,472 +19,461	+122%	+$2.53M	0.03%	169
2024 Q4	$2.07M	Buy	16,011 +4,167	+35%	+$558K	0.02%	242
2024 Q3	$1.57M	Buy	11,844 +1,116	+10%	+$141K	0.02%	289
2024 Q2	$1.3M	Buy	10,728 +370	+4%	+$45K	0.02%	265
2024 Q1	$1.3M	Sell	10,358 -398	-4%	-$46.9K	0.02%	270
2023 Q4	$1.25M	Buy	10,756 +730	+7%	+$77.8K	0.02%	276
2023 Q3	$1.05M	Buy	10,026 +424	+4%	+$46.7K	0.02%	274
2023 Q2	$1.05M	Sell	9,602 -278	-3%	-$29.3K	0.02%	245
2023 Q1	$1.05M	Sell	9,880 -353	-3%	-$38.5K	0.02%	234
2022 Q4	$1.08M	Sell	10,233 -2,517	-20%	-$264K	0.02%	246
2022 Q3	$1.23M	Buy	12,750 +6,826	+115%	+$729K	0.03%	193
2022 Q2	$602K	Buy	5,924 +1,319	+29%	+$147K	0.01%	292
2022 Q1	$551K	Buy	4,605 +1,082	+31%	+$127K	0.01%	262
2021 Q4	$431K	Buy	3,523 +5	+0.1%	+$597	0.01%	349
2021 Q3	$398K	Buy	3,518 +248	+8%	+$28.7K	0.01%	402
2021 Q2	$376K	Sell	3,270 -474	-13%	-$54.3K	0.01%	259
2021 Q1	$409K	Buy	3,744 +885	+31%	+$92.2K	0.01%	449
2020 Q4	$277K	Buy	+2,859	New	+$258K	0.01%	462
2020 Q2	–	Sell	-4,598	Closed	-$295K	–	412
2020 Q1	$295K	Buy	+4,598	New	+$393K	0.01%	387

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 19.28% 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

Wealthspire Advisors (New York)'s IWS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.7% in Q2 2026, buying an estimated $244K and bringing the position to 19,288 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #335.

Wealthspire Advisors (New York) first reported a position in IWS in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.29M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Wealthspire Advisors (New York) held 19,288 shares of iShares Russell Mid-Cap Value ETF worth $3.17M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,546 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $244K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #335 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Russell Mid-Cap Value ETF position peaked at $5.29M in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.