Wolf Group Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wolf Group Capital 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	$225K	Buy	+1,784	New	+$232K	0.08%	156

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 $18.1B AUM 15% 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

Wolf Group Capital Advisors's IWS Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025: 1,784 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings.

923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

Wolf Group Capital Advisors held 1,784 shares of iShares Russell Mid-Cap Value ETF worth $225K as of Q1 2025.
iShares Russell Mid-Cap Value ETF was a new Wolf Group Capital Advisors position in Q1 2025.
iShares Russell Mid-Cap Value ETF made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #156 holding.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.