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

Bravera Wealth’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 		$84.8K Buy
515
+18
+4% +$2.84K 0.03% 156
2026
Q1 		$72.4K Buy
497
+39
+9% +$5.79K 0.03% 170
2025
Q4 		$64.6K Buy
+458
New +$64K 0.03% 162

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Bravera Wealth's IWS Position: Q2 2026 in Review

Bravera Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.6% in Q2 2026, buying an estimated $2.84K and bringing the position to 515 shares worth $84.8K. The position accounts for 0.03% of the portfolio, ranked #156.

Bravera Wealth first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Bravera Wealth held 515 shares of iShares Russell Mid-Cap Value ETF worth $84.8K as of Q2 2026.
  • Bravera Wealth bought 18 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.84K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #156 holding.
  • Bravera Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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