WFA
IWS icon

WestHill Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

WestHill Financial 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 		$11M Buy
75,215
+410
+0.5% +$60.9K 2.1% 9
2025
Q4 		$10.6M Buy
74,805
+455
+0.6% +$63.6K 2% 9
2025
Q3 		$10.4M Buy
74,350
+3,032
+4% +$414K 2.04% 11
2025
Q2 		$9.42M Buy
71,318
+199
+0.3% +$25K 2% 10
2025
Q1 		$8.96M Buy
71,119
+1,316
+2% +$171K 2.05% 10
2024
Q4 		$9.03M Buy
69,803
+1,605
+2% +$215K 2.02% 11
2024
Q3 		$9.02M Buy
68,198
+136
+0.2% +$17.2K 2.02% 11
2024
Q2 		$8.22M Sell
68,062
-331
-0.5% -$40.2K 1.99% 11
2024
Q1 		$8.57M Buy
68,393
+2,134
+3% +$251K 2.11% 10
2023
Q4 		$7.71M Buy
66,259
+1,081
+2% +$115K 2.04% 11
2023
Q3 		$6.8M Buy
65,178
+3,414
+6% +$376K 1.98% 11
2023
Q2 		$6.78M Buy
61,764
+710
+1% +$74.8K 1.92% 11
2023
Q1 		$6.48M Buy
61,054
+191
+0.3% +$20.8K 1.94% 11
2022
Q4 		$6.41M Sell
60,863
-49
-0.1% -$5.14K 2.05% 10
2022
Q3 		$5.85M Buy
60,912
+768
+1% +$82K 2% 10
2022
Q2 		$6.11M Buy
60,144
+1,449
+2% +$162K 2.02% 10
2022
Q1 		$7.02M Buy
58,695
+2,996
+5% +$353K 2.03% 10
2021
Q4 		$6.82M Buy
55,699
+1,589
+3% +$190K 1.93% 12
2021
Q3 		$6.13M Buy
+54,110
New +$6.26M 1.89% 13
2021
Q1 		$5.67M Sell
51,885
-1,691
-3% -$176K 2.01% 11
2020
Q4 		$5.2M Buy
+53,576
New +$4.83M 2.04% 11

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

WestHill Financial Advisors's IWS Position: Q1 2026 in Review

WestHill Financial Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.55% in Q1 2026, buying an estimated $60.9K and bringing the position to 75,215 shares worth $11M. The position accounts for 2.1% of the portfolio, ranked #9.

WestHill Financial Advisors first reported a position in IWS in Q4 2020 and has held it in 21 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • WestHill Financial Advisors held 75,215 shares of iShares Russell Mid-Cap Value ETF worth $11M as of Q1 2026.
  • WestHill Financial Advisors bought 410 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $60.9K.
  • iShares Russell Mid-Cap Value ETF made up 2.1% of WestHill Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • WestHill Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.