World Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

World Investment 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	$884K	Sell	6,067 -603	-9%	-$89.5K	0.01%	760
2025 Q4	$941K	Buy	6,670 +1,644	+33%	+$230K	0.02%	708
2025 Q3	$702K	Buy	5,026 +8	+0.2%	+$1.09K	0.01%	670
2025 Q2	$663K	Hold	5,018	–	–	0.02%	640
2025 Q1	$632K	Sell	5,018 -257	-5%	-$33.5K	0.02%	628
2024 Q4	$682K	Buy	5,275 +3,363	+176%	+$450K	0.02%	569
2024 Q3	$253K	Buy	+1,912	New	+$242K	0.01%	793
2023 Q2	–	Sell	-2,010	Closed	-$213K	–	267
2023 Q1	$213K	Buy	2,010 +4	+0.2%	+$436	0.04%	218
2022 Q4	$211K	Buy	+2,006	New	+$210K	0.05%	219
2021 Q1	–	Sell	-4,702	Closed	-$492K	–	233
2020 Q4	$492K	Buy	+4,702	New	+$424K	0.12%	125
2019 Q2	–	Sell	-2,344	Closed	-$204K	–	153
2019 Q1	$204K	Sell	2,344 -155	-6%	-$13.1K	0.09%	115
2018 Q4	$214K	Buy	+2,499	New	+$209K	0.1%	138

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

World Investment Advisors's IWS Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9% in Q1 2026, selling an estimated $89.5K and leaving 6,067 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #760.

World Investment Advisors first reported a position in IWS in Q4 2018 and has held it in 12 quarters since. The position peaked at $941K in Q4 2025. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

World Investment Advisors held 6,067 shares of iShares Russell Mid-Cap Value ETF worth $884K as of Q1 2026.
World Investment Advisors sold 603 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $89.5K.
iShares Russell Mid-Cap Value ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #760 holding.
World Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 12 quarters since.
World Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $941K in Q4 2025.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.