Colton Groome Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Colton Groome Financial Advisors’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	$310K	Buy	+1,886	New	+$298K	0.08%	129

Other funds holding IWS

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Colton Groome Financial Advisors's IWS Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,886 shares worth $310K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Colton Groome Financial Advisors held 1,886 shares of iShares Russell Mid-Cap Value ETF worth $310K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Colton Groome Financial Advisors position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.08% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #129 holding.
335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.