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

Causey Wealth LLC’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	$1.21M	Sell	7,366 -790	-10%	-$125K	0.47%	35
2026 Q1	$1.19M	Sell	8,156 -411	-5%	-$61K	0.5%	35
2025 Q4	$1.21M	Buy	8,567 +4	+0%	+$559	0.55%	35
2025 Q3	$1.2M	Sell	8,563 -1,093	-11%	-$149K	0.58%	34
2025 Q2	$1.28M	Sell	9,656 -647	-6%	-$81.2K	0.66%	33
2025 Q1	$1.3M	Sell	10,303 -812	-7%	-$106K	0.73%	32
2024 Q4	$1.44M	Buy	+11,115	New	+$1.49M	0.84%	30

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

Causey Wealth LLC's IWS Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.7% in Q2 2026, selling an estimated $125K and leaving 7,366 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #35.

Causey Wealth LLC first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Causey Wealth LLC held 7,366 shares of iShares Russell Mid-Cap Value ETF worth $1.21M as of Q2 2026.
Causey Wealth LLC sold 790 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $125K.
iShares Russell Mid-Cap Value ETF made up 0.47% of Causey Wealth LLC's portfolio in Q2 2026, its #35 holding.
Causey Wealth LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's iShares Russell Mid-Cap Value ETF position peaked at $1.44M in Q4 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.