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 Q2	$847K	Sell	5,799 -268	-4%	-$42.3K	0.01%	763
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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

World Investment Advisors's IWS Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.4% in Q2 2026, selling an estimated $42.3K and leaving 5,799 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #763.

World Investment Advisors first reported a position in IWS in Q4 2018 and has held it in 13 quarters since. The position peaked at $941K in Q4 2025. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

World Investment Advisors held 5,799 shares of iShares Russell Mid-Cap Value ETF worth $847K as of Q2 2026.
World Investment Advisors sold 268 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $42.3K.
iShares Russell Mid-Cap Value ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #763 holding.
World Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 13 quarters since.
World Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $941K in Q4 2025.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.