West Michigan Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

West Michigan Advisors’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	$247K	Buy	1,692 +9	+0.5%	+$1.34K	0.05%	263
2025 Q4	$237K	Sell	1,683 -8	-0.5%	-$1.12K	0.05%	241
2025 Q3	$236K	Buy	1,691 +9	+0.5%	+$1.23K	0.06%	231
2025 Q2	$222K	Sell	1,682 -24	-1%	-$3.01K	0.06%	215
2025 Q1	$215K	Buy	1,706 +13	+0.8%	+$1.69K	0.07%	198
2024 Q4	$219K	Sell	1,693 -18	-1%	-$2.41K	0.07%	212
2024 Q3	$226K	Buy	1,711 +1	+0.1%	+$126	0.07%	174
2024 Q2	$206K	Sell	1,710 -39	-2%	-$4.74K	0.07%	171
2024 Q1	$219K	Sell	1,749 -142	-8%	-$16.7K	0.07%	166
2023 Q4	$220K	Buy	+1,891	New	+$201K	0.08%	140
2023 Q3	–	Sell	-1,829	Closed	-$201K	–	160
2023 Q2	$201K	Buy	+1,829	New	+$193K	0.08%	216
2022 Q2	–	Sell	-2,671	Closed	-$320K	–	129
2022 Q1	$320K	Buy	2,671 +139	+5%	+$16.4K	0.22%	84
2021 Q4	$310K	Buy	+2,532	New	+$302K	0.23%	84

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

West Michigan Advisors's IWS Position: Q1 2026 in Review

West Michigan Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.53% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,692 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #263.

West Michigan Advisors first reported a position in IWS in Q4 2021 and has held it in 13 quarters since. The position peaked at $320K in Q1 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

West Michigan Advisors held 1,692 shares of iShares Russell Mid-Cap Value ETF worth $247K as of Q1 2026.
West Michigan Advisors bought 9 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.34K.
iShares Russell Mid-Cap Value ETF made up 0.05% of West Michigan Advisors's portfolio in Q1 2026, its #263 holding.
West Michigan Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
West Michigan Advisors's iShares Russell Mid-Cap Value ETF position peaked at $320K in Q1 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.