Arvest Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Arvest Investments’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	$3.29K	Buy	+20	New	+$3.16K	﹤0.01%	208

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Arvest Investments's IWS Position: Q2 2026 in Review

Arvest Investments opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 20 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Arvest Investments held 20 shares of iShares Russell Mid-Cap Value ETF worth $3.29K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Arvest Investments position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #208 holding.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.