Atticus Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Atticus Wealth Management’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	$397K	Sell	2,415 -175	-7%	-$27.6K	0.09%	132
2026 Q1	$377K	Sell	2,590 -444	-15%	-$65.9K	0.1%	129
2025 Q4	$428K	Sell	3,034 -723	-19%	-$101K	0.11%	115
2025 Q3	$525K	Sell	3,757 -10	-0.3%	-$1.37K	0.13%	104
2025 Q2	$498K	Buy	3,767 +65	+2%	+$8.15K	0.13%	89
2025 Q1	$466K	Sell	3,702 -65	-2%	-$8.46K	0.15%	76
2024 Q4	$487K	Buy	3,767 +12	+0.3%	+$1.61K	0.15%	72
2024 Q3	$497K	Buy	3,755 +715	+24%	+$90.4K	0.16%	70
2024 Q2	$367K	Sell	3,040 -435	-13%	-$52.9K	0.12%	78
2024 Q1	$436K	Sell	3,475 -129	-4%	-$15.2K	0.14%	75
2023 Q4	$419K	Sell	3,604 -119	-3%	-$12.7K	0.15%	80
2023 Q3	$388K	Hold	3,723	–	–	0.15%	84
2023 Q2	$409K	Sell	3,723 -36	-1%	-$3.79K	0.15%	87
2023 Q1	$399K	Sell	3,759 -629	-14%	-$68.6K	0.15%	84
2022 Q4	$462K	Buy	+4,388	New	+$460K	0.19%	77
2022 Q3	–	Sell	-5,051	Closed	-$513K	–	595
2022 Q2	$513K	Sell	5,051 -98	-2%	-$11K	0.21%	73
2022 Q1	$616K	Buy	5,149 +10	+0.2%	+$1.18K	0.22%	68
2021 Q4	$629K	Buy	5,139 +23	+0.4%	+$2.75K	0.25%	57
2021 Q3	$579K	Sell	5,116 -178	-3%	-$20.6K	0.25%	52
2021 Q2	$609K	Buy	5,294 +17	+0.3%	+$1.95K	0.27%	56
2021 Q1	$577K	Sell	5,277 -1,226	-19%	-$128K	0.27%	57
2020 Q4	$631K	Sell	6,503 -625	-9%	-$56.3K	0.32%	50
2020 Q3	$576K	Sell	7,128 -724	-9%	-$58.6K	0.34%	52
2020 Q2	$601K	Sell	7,852 -6,242	-44%	-$454K	0.4%	47
2020 Q1	$903K	Sell	14,094 -5,047	-26%	-$432K	0.73%	33
2019 Q4	$1.81M	Buy	+19,141	New	+$1.75M	1.16%	24

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

Atticus Wealth Management's IWS Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.8% in Q2 2026, selling an estimated $27.6K and leaving 2,415 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #132.

Atticus Wealth Management first reported a position in IWS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.81M in Q4 2019. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Atticus Wealth Management held 2,415 shares of iShares Russell Mid-Cap Value ETF worth $397K as of Q2 2026.
Atticus Wealth Management sold 175 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $27.6K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Atticus Wealth Management's portfolio in Q2 2026, its #132 holding.
Atticus Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Atticus Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.81M in Q4 2019.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.