Darwin Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Darwin Wealth Management’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	$20.2K	Buy	122 +100	+455%	+$15.8K	0.01%	324
2026 Q1	$3.22K	Buy	+22	New	+$3.27K	﹤0.01%	449
2025 Q2	–	Sell	-335	Closed	-$43.3K	–	651
2025 Q1	$43.3K	Hold	335	–	–	0.01%	234
2024 Q4	$43.3K	Hold	335	–	–	0.01%	234
2024 Q3	$44.3K	Buy	+335	New	+$42.3K	0.01%	245
2020 Q2	–	Sell	-287	Closed	-$18K	–	452
2020 Q1	$18K	Buy	+287	New	+$24.5K	0.01%	378

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

Darwin Wealth Management's IWS Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 455% in Q2 2026, buying an estimated $15.8K and bringing the position to 122 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Darwin Wealth Management first reported a position in IWS in Q1 2020 and has held it in 6 quarters since. The position peaked at $44.3K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Darwin Wealth Management held 122 shares of iShares Russell Mid-Cap Value ETF worth $20.2K as of Q2 2026.
Darwin Wealth Management bought 100 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #324 holding.
Darwin Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 6 quarters since.
Darwin Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $44.3K in Q3 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.