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 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 $6.69B AUM 24.48% 1-Year Est. Return

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return