AmeriFlex Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

AmeriFlex Group’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	$14K	Sell	85 -33	-28%	-$5.21K	0.01%	780
2026 Q1	$17.2K	Sell	118 -436	-79%	-$64.7K	0.01%	632
2025 Q4	$78.2K	Sell	554 -554	-50%	-$77.5K	0.04%	330
2025 Q3	$155K	Buy	1,108 +585	+112%	+$80K	0.06%	253
2025 Q2	$68.6K	Buy	523 +2	+0.4%	+$251	0.04%	317
2025 Q1	$65.6K	Sell	521 -120	-19%	-$15.6K	0.03%	408
2024 Q4	$85.7K	Buy	+641	New	+$85.8K	0.04%	332

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

AmeriFlex Group's IWS Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 28% in Q2 2026, selling an estimated $5.21K and leaving 85 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #780.

AmeriFlex Group first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $155K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

AmeriFlex Group held 85 shares of iShares Russell Mid-Cap Value ETF worth $14K as of Q2 2026.
AmeriFlex Group sold 33 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.21K.
iShares Russell Mid-Cap Value ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #780 holding.
AmeriFlex Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Russell Mid-Cap Value ETF position peaked at $155K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.