Brady Martz Wealth Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Brady Martz Wealth Solutions’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	$3.9M	Sell	23,696 -478	-2%	-$75.4K	0.59%	35
2026 Q1	$3.52M	Sell	24,174 -7,902	-25%	-$1.17M	0.6%	36
2025 Q4	$4.52M	Hold	32,076	–	–	0.8%	31
2025 Q3	$4.48M	Sell	32,076 -404	-1%	-$55.2K	0.81%	32
2025 Q2	$4.29M	Sell	32,480 -1,152	-3%	-$144K	0.83%	33
2025 Q1	$4.24M	Sell	33,632 -519	-2%	-$67.6K	0.96%	29
2024 Q4	$4.45M	Buy	+34,151	New	+$4.57M	1.07%	22

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

Brady Martz Wealth Solutions's IWS Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q2 2026, selling an estimated $75.4K and leaving 23,696 shares worth $3.9M. The position accounts for 0.59% of the portfolio, ranked #35.

Brady Martz Wealth Solutions first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.52M in Q4 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Brady Martz Wealth Solutions held 23,696 shares of iShares Russell Mid-Cap Value ETF worth $3.9M as of Q2 2026.
Brady Martz Wealth Solutions sold 478 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $75.4K.
iShares Russell Mid-Cap Value ETF made up 0.59% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #35 holding.
Brady Martz Wealth Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares Russell Mid-Cap Value ETF position peaked at $4.52M in Q4 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.