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

Camelot Portfolios’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	$940K	Sell	5,708 -5,871	-51%	-$926K	0.66%	48
2026 Q1	$1.69M	Sell	11,579 -41	-0.4%	-$6.09K	1.25%	11
2025 Q4	$1.64M	Buy	+11,620	New	+$1.62M	1%	17
2024 Q3	–	Sell	-35	Closed	-$4.23K	–	351
2024 Q2	$4.23K	Buy	+35	New	+$4.25K	﹤0.01%	486

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Camelot Portfolios's IWS Position: Q2 2026 in Review

Camelot Portfolios reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 51% in Q2 2026, selling an estimated $926K and leaving 5,708 shares worth $940K. The position accounts for 0.66% of the portfolio, ranked #48.

Camelot Portfolios first reported a position in IWS in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.69M in Q1 2026. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Camelot Portfolios held 5,708 shares of iShares Russell Mid-Cap Value ETF worth $940K as of Q2 2026.
Camelot Portfolios sold 5,871 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $926K.
iShares Russell Mid-Cap Value ETF made up 0.66% of Camelot Portfolios's portfolio in Q2 2026, its #48 holding.
Camelot Portfolios first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 4 quarters since.
Camelot Portfolios's iShares Russell Mid-Cap Value ETF position peaked at $1.69M in Q1 2026.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.