Auxano Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Auxano Advisors’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	$1.02M	Hold	6,168	–	–	0.19%	80
2026 Q1	$899K	Hold	6,168	–	–	0.18%	86
2025 Q4	$870K	Sell	6,168 -130	-2%	-$18.2K	0.17%	83
2025 Q3	$880K	Sell	6,298 -25	-0.4%	-$3.42K	0.19%	66
2025 Q2	$836K	Sell	6,323 -326	-5%	-$40.9K	0.2%	68
2025 Q1	$838K	Hold	6,649	–	–	0.22%	67
2024 Q4	$860K	Buy	6,649 +1	+0%	+$134	0.22%	66
2024 Q3	$879K	Buy	6,648 +326	+5%	+$41.2K	0.23%	68
2024 Q2	$763K	Buy	6,322 +200	+3%	+$24.3K	0.21%	73
2024 Q1	$767K	Hold	6,122	–	–	0.22%	74
2023 Q4	$712K	Sell	6,122 -200	-3%	-$21.3K	0.24%	70
2023 Q3	$660K	Hold	6,322	–	–	0.27%	55
2023 Q2	$671K	Hold	6,322	–	–	0.27%	53
2023 Q1	$671K	Hold	6,322	–	–	0.27%	53
2022 Q4	$666K	Hold	6,322	–	–	0.3%	45
2022 Q3	$607K	Buy	+6,322	New	+$675K	0.28%	49
2022 Q2	–	Sell	-1,694	Closed	-$203K	–	85
2022 Q1	$203K	Buy	+1,694	New	+$199K	0.09%	80

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

Auxano Advisors's IWS Position: Q2 2026 in Review

Auxano Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 6,168 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #80.

Auxano Advisors first reported a position in IWS in Q1 2022 and has held it in 17 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Auxano Advisors held 6,168 shares of iShares Russell Mid-Cap Value ETF worth $1.02M as of Q2 2026.
Auxano Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.19% of Auxano Advisors's portfolio in Q2 2026, its #80 holding.
Auxano Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.