APP
IWS icon

Avantax Planning Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Avantax Planning Partners’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 		$18.3M Sell
111,409
-2,726
-2% -$430K 0.46% 33
2026
Q1 		$16.6M Buy
114,135
+6,716
+6% +$997K 0.46% 35
2025
Q4 		$15.2M Sell
107,419
-4,337
-4% -$606K 0.42% 38
2025
Q3 		$15.6M Sell
111,756
-2,529
-2% -$346K 0.45% 38
2025
Q2 		$15.1M Buy
114,285
+57,970
+103% +$7.27M 0.48% 38
2025
Q1 		$7.09M Buy
56,315
+2,167
+4% +$282K 0.25% 72
2024
Q4 		$7M Buy
54,148
+2,815
+5% +$377K 0.25% 64
2024
Q3 		$6.79M Sell
51,333
-41,941
-45% -$5.3M 0.24% 70
2024
Q2 		$11.3M Sell
93,274
-118,764
-56% -$14.4M 0.36% 46
2024
Q1 		$26.6M Buy
212,038
+6,327
+3% +$745K 0.86% 21
2023
Q4 		$23.9M Buy
205,711
+517
+0.3% +$55.1K 0.91% 23
2023
Q3 		$21.4M Buy
205,194
+8,528
+4% +$940K 0.9% 22
2023
Q2 		$21.6M Buy
196,666
+11,130
+6% +$1.17M 0.86% 23
2023
Q1 		$19.7M Buy
185,536
+1,408
+0.8% +$154K 0.8% 25
2022
Q4 		$19.4M Buy
184,128
+38,743
+27% +$4.06M 0.77% 23
2022
Q3 		$14M Buy
145,385
+13,961
+11% +$1.49M 0.63% 25
2022
Q2 		$13.3M Buy
131,424
+8,191
+7% +$916K 0.57% 25
2022
Q1 		$14.7M Buy
123,233
+7,068
+6% +$832K 0.59% 20
2021
Q4 		$14.2M Buy
116,165
+12,421
+12% +$1.48M 0.58% 16
2021
Q3 		$11.7M Buy
103,744
+8,603
+9% +$996K 0.54% 18
2021
Q2 		$10.9M Buy
95,141
+18,001
+23% +$2.06M 0.51% 16
2021
Q1 		$8.43M Buy
77,140
+7,711
+11% +$803K 0.43% 21
2020
Q4 		$6.73M Buy
69,429
+16,083
+30% +$1.45M 0.35% 22
2020
Q3 		$4.31M Buy
+53,346
New +$4.32M 0.23% 38
2020
Q2 		– Sell
-5,857
Closed -$375K – 286
2020
Q1 		$375K Hold
5,857
– – 0.03% 182
2019
Q4 		$555K Sell
5,857
-6
-0.1% -$548 0.03% 164
2019
Q3 		$526K Hold
5,863
– – 0.03% 164
2019
Q2 		$527K Buy
5,863
+6
+0.1% +$527 0.03% 164
2019
Q1 		$509K Sell
5,857
-34
-0.6% -$2.87K 0.04% 161
2018
Q4 		$450K Buy
5,891
+5,295
+888% +$443K 0.03% 156
2018
Q3 		$54K Buy
+596
New +$53.9K ﹤0.01% 465
2018
Q2 		– Sell
-596
Closed -$52K – 846
2018
Q1 		$52K Buy
+596
New +$52.8K ﹤0.01% 522

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
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
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Avantax Planning Partners's IWS Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q2 2026, selling an estimated $430K and leaving 111,409 shares worth $18.3M. The position accounts for 0.46% of the portfolio, ranked #33.

Avantax Planning Partners first reported a position in IWS in Q1 2018 and has held it in 32 quarters since. The position peaked at $26.6M in Q1 2024. 452 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Avantax Planning Partners held 111,409 shares of iShares Russell Mid-Cap Value ETF worth $18.3M as of Q2 2026.
  • Avantax Planning Partners sold 2,726 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $430K.
  • iShares Russell Mid-Cap Value ETF made up 0.46% of Avantax Planning Partners's portfolio in Q2 2026, its #33 holding.
  • Avantax Planning Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 32 quarters since.
  • Avantax Planning Partners's iShares Russell Mid-Cap Value ETF position peaked at $26.6M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.