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

Beaird Harris 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	$8.23K	Buy	+50	New	+$7.89K	﹤0.01%	407
2023 Q2	–	Sell	-55	Closed	-$5.84K	–	488
2023 Q1	$5.84K	Hold	55	–	–	﹤0.01%	308
2022 Q4	$5.79K	Hold	55	–	–	﹤0.01%	394
2022 Q3	$5K	Hold	55	–	–	﹤0.01%	342
2022 Q2	$6K	Hold	55	–	–	﹤0.01%	291
2022 Q1	$7K	Hold	55	–	–	﹤0.01%	385
2021 Q4	$7K	Buy	+55	New	+$6.57K	﹤0.01%	441

Other funds holding IWS

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaird Harris Wealth Management's IWS Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 50 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in IWS as recently as Q1 2023.

Beaird Harris Wealth Management first reported a position in IWS in Q4 2021 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Beaird Harris Wealth Management held 50 shares of iShares Russell Mid-Cap Value ETF worth $8.23K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Beaird Harris Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #407 holding.
Beaird Harris Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.