Acima Private Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Acima Private Wealth’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 Q3	$416K	Hold	2,585	–	–	0.12%	82
2026 Q2	$425K	Hold	2,585	–	–	0.12%	80
2026 Q1	$377K	Hold	2,585	–	–	0.12%	86
2025 Q4	$365K	Hold	2,585	–	–	0.11%	92
2025 Q3	$361K	Hold	2,585	–	–	0.11%	96
2025 Q2	$342K	Hold	2,585	–	–	0.12%	95
2025 Q1	$326K	Hold	2,585	–	–	0.12%	96
2024 Q4	$334K	Hold	2,585	–	–	0.11%	100
2024 Q3	$342K	Hold	2,585	–	–	0.11%	97
2024 Q2	$312K	Hold	2,585	–	–	0.11%	97
2024 Q1	$324K	Hold	2,585	–	–	0.12%	101
2023 Q4	$301K	Sell	2,585 -8,346	-76%	-$889K	0.12%	105
2023 Q3	$1.14M	Buy	10,931 +7,521	+221%	+$829K	0.51%	47
2023 Q2	$375K	Hold	3,410	–	–	0.18%	95
2023 Q1	$362K	Hold	3,410	–	–	0.18%	93
2022 Q4	$359K	Hold	3,410	–	–	0.18%	92
2022 Q3	$328K	Hold	3,410	–	–	0.17%	94
2022 Q2	$346K	Hold	3,410	–	–	0.17%	95
2022 Q1	$408K	Hold	3,410	–	–	0.19%	97
2021 Q4	$417K	Hold	3,410	–	–	0.18%	96
2021 Q3	$386K	Hold	3,410	–	–	0.18%	93
2021 Q2	$392K	Hold	3,410	–	–	0.18%	93
2021 Q1	$373K	Hold	3,410	–	–	0.18%	93
2020 Q4	$331K	Hold	3,410	–	–	0.17%	92
2020 Q3	$276K	Hold	3,410	–	–	0.17%	96
2020 Q2	$261K	Hold	3,410	–	–	0.17%	103
2020 Q1	$219K	Hold	3,410	–	–	0.17%	103
2019 Q4	$323K	Hold	3,410	–	–	0.22%	100
2019 Q3	$305K	Hold	3,410	–	–	0.23%	95
2019 Q2	$304K	Hold	3,410	–	–	0.24%	92
2019 Q1	$296K	Hold	3,410	–	–	0.25%	90
2018 Q4	$260K	Buy	+3,410	New	+$285K	0.25%	92

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

Acima Private Wealth's IWS Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 2,585 shares worth $416K. The position accounts for 0.12% of the portfolio, ranked #82.

Acima Private Wealth first reported a position in IWS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.14M in Q3 2023. 125 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Acima Private Wealth held 2,585 shares of iShares Russell Mid-Cap Value ETF worth $416K as of Q3 2026.
Acima Private Wealth left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.12% of Acima Private Wealth's portfolio in Q3 2026, its #82 holding.
Acima Private Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares Russell Mid-Cap Value ETF position peaked at $1.14M in Q3 2023.
125 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.