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Wescott Financial Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wescott Financial Advisory Group’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 		$26.4M Sell
180,890
-24,649
-12% -$3.66M 2.31% 13
2025
Q4 		$29M Sell
205,539
-4,689
-2% -$656K 2.53% 11
2025
Q3 		$29.4M Sell
210,228
-4,067
-2% -$556K 2.63% 11
2025
Q2 		$28.3M Sell
214,295
-2,487
-1% -$312K 2.71% 11
2025
Q1 		$27.3M Sell
216,782
-13,380
-6% -$1.74M 2.83% 11
2024
Q4 		$29.8M Sell
230,162
-5,787
-2% -$775K 3.08% 11
2024
Q3 		$31.2M Sell
235,949
-36,021
-13% -$4.55M 3.35% 9
2024
Q2 		$32.8M Sell
271,970
-10,459
-4% -$1.27M 3.81% 8
2024
Q1 		$35.4M Buy
282,429
+3,351
+1% +$395K 4.4% 5
2023
Q4 		$32.5M Sell
279,078
-1,099
-0.4% -$117K 4.55% 5
2023
Q3 		$29.2M Sell
280,177
-1,015
-0.4% -$112K 5.34% 4
2023
Q2 		$30.9M Buy
281,192
+11,823
+4% +$1.25M 5.46% 4
2023
Q1 		$28.6M Sell
269,369
-3,933
-1% -$429K 6.22% 3
2022
Q4 		$28.8M Sell
273,302
-1,694
-0.6% -$178K 6.21% 4
2022
Q3 		$26.4M Buy
274,996
+5,109
+2% +$546K 7.35% 3
2022
Q2 		$27.4M Buy
269,887
+1,385
+0.5% +$155K 7.44% 3
2022
Q1 		$32.1M Buy
268,502
+280
+0.1% +$33K 8.28% 2
2021
Q4 		$32.8M Buy
268,222
+2,999
+1% +$358K 16.9% 2
2021
Q3 		$30M Sell
265,223
-1,609
-0.6% -$186K 16.99% 2
2021
Q2 		$30.7M Sell
266,832
-6,018
-2% -$690K 18.09% 2
2021
Q1 		$29.8M Sell
272,850
-9,089
-3% -$947K 19.36% 2
2020
Q4 		$27.3M Buy
+281,939
New +$25.4M 19.19% 2

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

Wescott Financial Advisory Group's IWS Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 12% in Q1 2026, selling an estimated $3.66M and leaving 180,890 shares worth $26.4M. The position accounts for 2.31% of the portfolio, ranked #13.

Wescott Financial Advisory Group first reported a position in IWS in Q4 2020 and has held it in 22 quarters since. The position peaked at $35.4M in Q1 2024. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Wescott Financial Advisory Group held 180,890 shares of iShares Russell Mid-Cap Value ETF worth $26.4M as of Q1 2026.
  • Wescott Financial Advisory Group sold 24,649 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $3.66M.
  • iShares Russell Mid-Cap Value ETF made up 2.31% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $35.4M in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.