White Knight Strategic Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

White Knight Strategic Wealth 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
2025 Q1	–	Sell	-2,240	Closed	-$290K	–	91
2024 Q4	$290K	Buy	+2,240	New	+$300K	0.12%	100
2024 Q1	–	Sell	-2,267	Closed	-$264K	–	75
2023 Q4	$264K	Sell	2,267 -137	-6%	-$14.6K	0.3%	59
2023 Q3	$251K	Sell	2,404 -1,146	-32%	-$126K	0.33%	53
2023 Q2	$390K	Sell	3,550 -15	-0.4%	-$1.58K	0.46%	41
2023 Q1	$379K	Sell	3,565 -30	-0.8%	-$3.27K	0.48%	44
2022 Q4	$379K	Sell	3,595 -92	-2%	-$9.65K	0.52%	47
2022 Q3	$354K	Hold	3,687	–	–	0.51%	45
2022 Q2	$374K	Sell	3,687 -48	-1%	-$5.37K	0.52%	45
2022 Q1	$447K	Hold	3,735	–	–	0.48%	46
2021 Q4	$457K	Buy	+3,735	New	+$446K	0.48%	48

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

White Knight Strategic Wealth Advisors's IWS Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 2,240 shares — an estimated $290K sold.

White Knight Strategic Wealth Advisors first reported a position in IWS in Q4 2021 and held it in 10 quarters. The position peaked at $457K in Q4 2021. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

White Knight Strategic Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 2,240 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $290K.
White Knight Strategic Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 10 quarters.
White Knight Strategic Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $457K in Q4 2021.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.