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

Bensler’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	$712K	Buy	4,323 +12	+0.3%	+$1.89K	0.06%	117
2026 Q1	$628K	Buy	4,311 +1	+0%	+$148	0.06%	110
2025 Q4	$608K	Buy	4,310 +1	+0%	+$140	0.06%	110
2025 Q3	$602K	Sell	4,309 -24	-0.6%	-$3.28K	0.06%	111
2025 Q2	$573K	Buy	4,333 +1	+0%	+$125	0.06%	107
2025 Q1	$546K	Buy	4,332 +1	+0%	+$130	0.07%	103
2024 Q4	$560K	Buy	4,331 +1	+0%	+$134	0.07%	106
2024 Q3	$573K	Buy	4,330 +1	+0%	+$126	0.07%	103
2024 Q2	$523K	Hold	4,329	–	–	0.07%	103
2024 Q1	$543K	Sell	4,329 -135	-3%	-$15.9K	0.08%	107
2023 Q4	$519K	Buy	4,464 +4	+0.1%	+$426	0.09%	105
2023 Q3	$465K	Sell	4,460 -100	-2%	-$11K	0.09%	106
2023 Q2	$501K	Buy	4,560 +1	+0%	+$105	0.1%	108
2023 Q1	$484K	Sell	4,559 -199	-4%	-$21.7K	0.1%	104
2022 Q4	$501K	Buy	4,758 +4	+0.1%	+$420	0.11%	104
2022 Q3	$457K	Buy	4,754 +29	+0.6%	+$3.1K	0.11%	106
2022 Q2	$480K	Buy	4,725 +18	+0.4%	+$2.01K	0.11%	101
2022 Q1	$563K	Buy	+4,707	New	+$554K	0.12%	97

Other funds holding IWS

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

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

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

Bensler's IWS Position: Q2 2026 in Review

Bensler increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.28% in Q2 2026, buying an estimated $1.89K and bringing the position to 4,323 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #117.

Bensler first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. 366 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Bensler held 4,323 shares of iShares Russell Mid-Cap Value ETF worth $712K as of Q2 2026.
Bensler bought 12 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.89K.
iShares Russell Mid-Cap Value ETF made up 0.06% of Bensler's portfolio in Q2 2026, its #117 holding.
Bensler first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
366 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.