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

Elyxium Wealth’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 Q3	$121K	Buy	+750	New	+$126K	0.01%	402

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Elyxium Wealth's IWS Position: Q3 2026 in Review

Elyxium Wealth opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 750 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Elyxium Wealth held 750 shares of iShares Russell Mid-Cap Value ETF worth $121K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new Elyxium Wealth position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Elyxium Wealth's portfolio in Q3 2026, its #402 holding.
450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.