Elwood & Goetz Wealth Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Elwood & Goetz Wealth Advisory 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	$367K	Buy	2,227 +33	+2%	+$5.21K	0.05%	104
2026 Q1	$320K	Hold	2,194	–	–	0.05%	102
2025 Q4	$309K	Buy	+2,194	New	+$307K	0.05%	100

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

Elwood & Goetz Wealth Advisory Group's IWS Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q2 2026, buying an estimated $5.21K and bringing the position to 2,227 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #104.

Elwood & Goetz Wealth Advisory Group first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,227 shares of iShares Russell Mid-Cap Value ETF worth $367K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 33 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.21K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #104 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.