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

Abound 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	$39.6K	Buy	240 +138	+135%	+$21.8K	0.01%	269
2026 Q1	$14.9K	Hold	102	–	–	﹤0.01%	455
2025 Q4	$14.5K	Sell	102 -30	-23%	-$4.19K	﹤0.01%	432
2025 Q3	$18.5K	Sell	132 -41	-24%	-$5.6K	﹤0.01%	376
2025 Q2	$22.8K	Sell	173 -50	-22%	-$6.27K	0.01%	309
2025 Q1	$28.1K	Hold	223	–	–	0.01%	257
2024 Q4	$28.8K	Hold	223	–	–	0.01%	229
2024 Q3	$29.4K	Hold	223	–	–	0.01%	232
2024 Q2	$26.9K	Hold	223	–	–	0.01%	217
2024 Q1	$27.9K	Hold	223	–	–	0.01%	201
2023 Q4	$25.9K	Sell	223 -5	-2%	-$533	0.01%	217
2023 Q3	$23.8K	Buy	228 +5	+2%	+$551	0.01%	197
2023 Q2	$24.5K	Sell	223 -6	-3%	-$632	0.01%	192
2023 Q1	$24.3K	Buy	229 +12	+6%	+$1.31K	0.01%	183
2022 Q4	$22.8K	Buy	217 +1	+0.5%	+$105	0.01%	177
2022 Q3	$20.8K	Hold	216	–	–	0.01%	181
2022 Q2	$22K	Buy	216 +1	+0.5%	+$112	0.01%	78
2022 Q1	$25.7K	Buy	215 +94	+78%	+$11.1K	0.02%	75
2021 Q4	$14.9K	Buy	+121	New	+$14.4K	0.01%	86

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 19.34% 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

Abound Wealth Management's IWS Position: Q2 2026 in Review

Abound Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 135% in Q2 2026, buying an estimated $21.8K and bringing the position to 240 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Abound Wealth Management first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Abound Wealth Management held 240 shares of iShares Russell Mid-Cap Value ETF worth $39.6K as of Q2 2026.
Abound Wealth Management bought 138 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $21.8K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #269 holding.
Abound Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.