Blake Schutter Theil Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Blake Schutter Theil Wealth 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	$760K	Hold	4,615	–	–	0.51%	44
2026 Q1	$673K	Hold	4,615	–	–	0.55%	46
2025 Q4	$651K	Buy	4,615 +86	+2%	+$12K	0.54%	44
2025 Q3	$633K	Hold	4,529	–	–	0.63%	44
2025 Q2	$598K	Hold	4,529	–	–	0.68%	46
2025 Q1	$571K	Hold	4,529	–	–	0.65%	48
2024 Q4	$586K	Hold	4,529	–	–	0.62%	42
2024 Q3	$599K	Buy	+4,529	New	+$572K	0.43%	66

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IWS Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 4,615 shares worth $760K. The position accounts for 0.51% of the portfolio, ranked #44.

Blake Schutter Theil Wealth Advisors first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 4,615 shares of iShares Russell Mid-Cap Value ETF worth $760K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.51% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.