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

Auour 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	$4.79M	Buy	29,101 +18	+0.1%	+$2.84K	1.37%	19
2026 Q1	$4.24M	Buy	29,083 +881	+3%	+$131K	1.33%	19
2025 Q4	$3.98M	Buy	28,202 +8,240	+41%	+$1.15M	1.27%	22
2025 Q3	$2.79M	Buy	19,962 +942	+5%	+$129K	0.91%	26
2025 Q2	$2.51M	Sell	19,020 -1,294	-6%	-$162K	0.86%	28
2025 Q1	$2.49M	Sell	20,314 -10,092	-33%	-$1.31M	0.9%	26
2024 Q4	$4.07M	Buy	30,406 +196	+0.6%	+$26.2K	1.42%	24
2024 Q3	$3.98M	Sell	30,210 -1,732	-5%	-$219K	1.42%	23
2024 Q2	$3.86M	Buy	31,942 +810	+3%	+$98.4K	1.44%	24
2024 Q1	$3.9M	Buy	31,132 +610	+2%	+$71.8K	1.44%	23
2023 Q4	$3.5M	Buy	30,522 +552	+2%	+$58.8K	1.38%	24
2023 Q3	$3.09M	Buy	29,970 +2,537	+9%	+$280K	1.31%	24
2023 Q2	$3.01M	Buy	+27,433	New	+$2.89M	1.28%	25

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

Auour Investments's IWS Position: Q2 2026 in Review

Auour Investments increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.06% in Q2 2026, buying an estimated $2.84K and bringing the position to 29,101 shares worth $4.79M. The position accounts for 1.37% of the portfolio, ranked #19.

Auour Investments first reported a position in IWS in Q2 2023 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Auour Investments held 29,101 shares of iShares Russell Mid-Cap Value ETF worth $4.79M as of Q2 2026.
Auour Investments bought 18 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.84K.
iShares Russell Mid-Cap Value ETF made up 1.37% of Auour Investments's portfolio in Q2 2026, its #19 holding.
Auour Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.