Decker Retirement Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Decker Retirement Planning’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	$647K	Sell	3,932 -376	-9%	-$59.3K	0.22%	55
2026 Q1	$628K	Buy	4,308 +128	+3%	+$19K	0.28%	52
2025 Q4	$590K	Buy	4,180 +288	+7%	+$40.3K	0.29%	57
2025 Q3	$544K	Buy	3,892 +585	+18%	+$80K	0.3%	64
2025 Q2	$437K	Buy	3,307 +608	+23%	+$76.3K	0.25%	55
2025 Q1	$340K	Buy	2,699 +520	+24%	+$67.7K	0.21%	30
2024 Q4	$282K	Buy	+2,179	New	+$292K	0.16%	50

Other funds holding IWS

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

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

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

Decker Retirement Planning's IWS Position: Q2 2026 in Review

Decker Retirement Planning reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.7% in Q2 2026, selling an estimated $59.3K and leaving 3,932 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #55.

Decker Retirement Planning first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Decker Retirement Planning held 3,932 shares of iShares Russell Mid-Cap Value ETF worth $647K as of Q2 2026.
Decker Retirement Planning sold 376 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $59.3K.
iShares Russell Mid-Cap Value ETF made up 0.22% of Decker Retirement Planning's portfolio in Q2 2026, its #55 holding.
Decker Retirement Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.