Anderson Hoagland & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Anderson Hoagland & Co’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	$510K	Hold	3,100	–	–	0.04%	122
2026 Q1	$452K	Hold	3,100	–	–	0.04%	124
2025 Q4	$437K	Hold	3,100	–	–	0.04%	126
2025 Q3	$433K	Hold	3,100	–	–	0.04%	126
2025 Q2	$410K	Hold	3,100	–	–	0.04%	130
2025 Q1	$343K	Hold	3,100	–	–	0.04%	126
2024 Q4	$414K	Buy	+3,100	New	+$415K	0.04%	125

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

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

LFWA

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

FTS

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Anderson Hoagland & Co's IWS Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,100 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #122.

Anderson Hoagland & Co first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Anderson Hoagland & Co held 3,100 shares of iShares Russell Mid-Cap Value ETF worth $510K as of Q2 2026.
Anderson Hoagland & Co left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.04% of Anderson Hoagland & Co's portfolio in Q2 2026, its #122 holding.
Anderson Hoagland & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.