CSF
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Capital Squared Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Capital Squared Financial’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 		$3.06M Sell
18,600
-131
-0.7% -$20.7K 2% 11
2026
Q1 		$2.73M Sell
18,731
-1,107
-6% -$164K 2.08% 12
2025
Q4 		$2.8M Buy
19,838
+2,643
+15% +$370K 2.18% 11
2025
Q3 		$2.4M Buy
17,195
+3,024
+21% +$413K 2.08% 11
2025
Q2 		$1.87M Buy
+14,171
New +$1.78M 2.18% 10

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

Capital Squared Financial's IWS Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.7% in Q2 2026, selling an estimated $20.7K and leaving 18,600 shares worth $3.06M. The position accounts for 2% of the portfolio, ranked #11.

Capital Squared Financial first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Capital Squared Financial held 18,600 shares of iShares Russell Mid-Cap Value ETF worth $3.06M as of Q2 2026.
  • Capital Squared Financial sold 131 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $20.7K.
  • iShares Russell Mid-Cap Value ETF made up 2% of Capital Squared Financial's portfolio in Q2 2026, its #11 holding.
  • Capital Squared Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.