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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.3% in Q1 2026, selling an estimated $208K and leaving 17,742 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #247.

Wealthspire Advisors (New York) first reported a position in IWS in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q3 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Wealthspire Advisors (New York) held 17,742 shares of iShares Russell Mid-Cap Value ETF worth $2.59M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,399 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #247 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s iShares Russell Mid-Cap Value ETF position peaked at $5.29M in Q3 2025.
  • 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.