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Clayton Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clayton Financial Group’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 		– Sell
-1,050
Closed -$153K – 331
2026
Q1 		$153K Hold
1,050
– – 0.08% 86
2025
Q4 		$148K Buy
1,050
+99
+10% +$13.8K 0.08% 88
2025
Q3 		$133K Buy
+951
New +$130K 0.1% 62
2025
Q2 		– Sell
-3,183
Closed -$401K – 70
2025
Q1 		$401K Buy
3,183
+84
+3% +$10.9K 0.15% 77
2024
Q4 		$401K Buy
3,099
+9
+0.3% +$1.21K 0.14% 75
2024
Q3 		$409K Buy
3,090
+97
+3% +$12.3K 0.15% 75
2024
Q2 		$375K Buy
2,993
+1,120
+60% +$136K 0.16% 69
2024
Q1 		$235K Buy
+1,873
New +$221K 0.11% 90

Other funds holding IWS

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
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Clayton Financial Group's IWS Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,050 shares — an estimated $153K sold.

Clayton Financial Group first reported a position in IWS in Q1 2024 and held it in 8 quarters. The position peaked at $409K in Q3 2024. 202 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,050 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $153K.
  • Clayton Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $409K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.