Almanack Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Almanack Investment Partners’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	$244K	Sell	1,480 -7	-0.5%	-$1.1K	0.03%	266
2026 Q1	$217K	Hold	1,487	–	–	0.04%	163
2025 Q4	$210K	Buy	+1,487	New	+$208K	0.04%	159
2022 Q4	–	Sell	-480	Closed	-$46K	–	681
2022 Q3	$46K	Buy	+480	New	+$51.3K	0.01%	276

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

Almanack Investment Partners's IWS Position: Q2 2026 in Review

Almanack Investment Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.47% in Q2 2026, selling an estimated $1.1K and leaving 1,480 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #266.

Almanack Investment Partners first reported a position in IWS in Q3 2022 and has held it in 4 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Almanack Investment Partners held 1,480 shares of iShares Russell Mid-Cap Value ETF worth $244K as of Q2 2026.
Almanack Investment Partners sold 7 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.1K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #266 holding.
Almanack Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 4 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.