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

Diversify 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	$393K	Buy	2,344 +364	+18%	+$57.4K	0.01%	954
2026 Q1	$305K	Buy	+1,980	New	+$294K	0.01%	953

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 19.28% 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

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

Diversify Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 18% in Q2 2026, buying an estimated $57.4K and bringing the position to 2,344 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #954.

Diversify Wealth Management first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Diversify Wealth Management held 2,344 shares of iShares Russell Mid-Cap Value ETF worth $393K as of Q2 2026.
Diversify Wealth Management bought 364 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $57.4K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #954 holding.
Diversify Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.