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

Bullock 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	$14.4K	Hold	87	–	–	0.01%	401
2026 Q1	$12.8K	Hold	87	–	–	0.01%	401
2025 Q4	$12.3K	Hold	87	–	–	0.01%	383
2025 Q3	$12.2K	Hold	87	–	–	0.01%	397
2025 Q2	$11.7K	Hold	87	–	–	0.01%	378
2025 Q1	$11K	Hold	87	–	–	0.01%	370
2024 Q4	$11.3K	Hold	87	–	–	0.01%	379
2024 Q3	$11.5K	Hold	87	–	–	0.01%	360
2024 Q2	$10.5K	Hold	87	–	–	0.01%	349
2024 Q1	$10.9K	Buy	+87	New	+$10.2K	0.01%	351

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 19.28% 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

Bullock Wealth Management's IWS Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 87 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #401.

Bullock Wealth Management first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Bullock Wealth Management held 87 shares of iShares Russell Mid-Cap Value ETF worth $14.4K as of Q2 2026.
Bullock Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #401 holding.
Bullock Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.