Arcadia Wealth Management (New Hampshire)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$7.04M	Buy	42,775 +1,276	+3%	+$201K	2.21%	14
2026 Q1	$6.05M	Buy	41,499 +863	+2%	+$128K	2.19%	13
2025 Q4	$5.73M	Buy	40,636 +661	+2%	+$92.4K	2.13%	13
2025 Q3	$5.58M	Buy	39,975 +34,435	+622%	+$4.71M	2.21%	12
2025 Q2	$732K	Buy	5,540 +754	+16%	+$94.6K	0.32%	38
2025 Q1	$603K	Buy	4,786 +22	+0.5%	+$2.87K	0.3%	44
2024 Q4	$616K	Sell	4,764 -339	-7%	-$45.4K	0.31%	43
2024 Q3	$667K	Sell	5,103 -127	-2%	-$16K	0.35%	39
2024 Q2	$632K	Sell	5,230 -397	-7%	-$48.2K	0.36%	39
2024 Q1	$705K	Sell	5,627 -269	-5%	-$31.7K	0.43%	33
2023 Q4	$686K	Sell	5,896 -341	-5%	-$36.3K	0.48%	31
2023 Q3	$651K	Sell	6,237 -155	-2%	-$17.1K	0.51%	30
2023 Q2	$702K	Sell	6,392 -41,552	-87%	-$4.38M	0.52%	29
2023 Q1	$5.09M	Buy	47,944 +2,629	+6%	+$287K	4.22%	7
2022 Q4	$4.77M	Buy	+45,315	New	+$4.75M	4.19%	7

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

Arcadia Wealth Management (New Hampshire)'s IWS Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.1% in Q2 2026, buying an estimated $201K and bringing the position to 42,775 shares worth $7.04M. The position accounts for 2.21% of the portfolio, ranked #14.

Arcadia Wealth Management (New Hampshire) first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 42,775 shares of iShares Russell Mid-Cap Value ETF worth $7.04M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 1,276 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $201K.
iShares Russell Mid-Cap Value ETF made up 2.21% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #14 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.