21 West Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

21 West Wealth Management’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	$563K	Hold	3,422	–	–	0.48%	44
2026 Q1	$499K	Hold	3,422	–	–	0.46%	43
2025 Q4	$483K	Hold	3,422	–	–	0.44%	43
2025 Q3	$478K	Hold	3,422	–	–	0.45%	46
2025 Q2	$452K	Buy	+3,422	New	+$429K	0.46%	46

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

21 West Wealth Management's IWS Position: Q2 2026 in Review

21 West Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,422 shares worth $563K. The position accounts for 0.48% of the portfolio, ranked #44.

21 West Wealth Management first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

21 West Wealth Management held 3,422 shares of iShares Russell Mid-Cap Value ETF worth $563K as of Q2 2026.
21 West Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.48% of 21 West Wealth Management's portfolio in Q2 2026, its #44 holding.
21 West Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.