Drucker Wealth 3.0’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Drucker Wealth 3.0’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	$517K	Sell	3,139 -205	-6%	-$32.3K	0.08%	170
2026 Q1	$487K	Sell	3,344 -10	-0.3%	-$1.48K	0.09%	172
2025 Q4	$473K	Sell	3,354 -21	-0.6%	-$2.94K	0.08%	170
2025 Q3	$471K	Sell	3,375 -62	-2%	-$8.47K	0.08%	164
2025 Q2	$463K	Sell	3,437 -75	-2%	-$9.41K	0.09%	156
2025 Q1	$442K	Sell	3,512 -9	-0.3%	-$1.17K	0.1%	123
2024 Q4	$455K	Sell	3,521 -67	-2%	-$8.97K	0.11%	114
2024 Q3	$475K	Sell	3,588 -26	-0.7%	-$3.29K	0.11%	114
2024 Q2	$436K	Buy	+3,614	New	+$439K	0.12%	118

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

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

Drucker Wealth 3.0's IWS Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.1% in Q2 2026, selling an estimated $32.3K and leaving 3,139 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #170.

Drucker Wealth 3.0 first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Drucker Wealth 3.0 held 3,139 shares of iShares Russell Mid-Cap Value ETF worth $517K as of Q2 2026.
Drucker Wealth 3.0 sold 205 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $32.3K.
iShares Russell Mid-Cap Value ETF made up 0.08% of Drucker Wealth 3.0's portfolio in Q2 2026, its #170 holding.
Drucker Wealth 3.0 first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.