Dynamic Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dynamic Financial Group’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	$457K	Buy	2,775 +194	+8%	+$30.6K	0.35%	40
2026 Q1	$376K	Sell	2,581 -76	-3%	-$11.3K	0.31%	41
2025 Q4	$375K	Sell	2,657 -757	-22%	-$106K	0.32%	43
2025 Q3	$477K	Sell	3,414 -164	-5%	-$22.4K	0.41%	35
2025 Q2	$473K	Sell	3,578 -4	-0.1%	-$502	0.46%	33
2025 Q1	$451K	Sell	3,582 -11	-0.3%	-$1.43K	0.45%	25
2024 Q4	$465K	Buy	+3,593	New	+$481K	0.47%	24

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

Dynamic Financial Group's IWS Position: Q2 2026 in Review

Dynamic Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.5% in Q2 2026, buying an estimated $30.6K and bringing the position to 2,775 shares worth $457K. The position accounts for 0.35% of the portfolio, ranked #40.

Dynamic Financial Group first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Dynamic Financial Group held 2,775 shares of iShares Russell Mid-Cap Value ETF worth $457K as of Q2 2026.
Dynamic Financial Group bought 194 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $30.6K.
iShares Russell Mid-Cap Value ETF made up 0.35% of Dynamic Financial Group's portfolio in Q2 2026, its #40 holding.
Dynamic Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Dynamic Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $477K in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.