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

Empirical 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	$425K	Hold	2,581	–	–	0.01%	743
2026 Q1	$376K	Sell	2,581 -116	-4%	-$17.2K	0.01%	692
2025 Q4	$380K	Hold	2,697	–	–	0.01%	617
2025 Q3	$377K	Buy	2,697 +33	+1%	+$4.51K	0.01%	555
2025 Q2	$352K	Buy	2,664 +248	+10%	+$31.1K	0.01%	491
2025 Q1	$304K	Buy	+2,416	New	+$315K	0.01%	515
2022 Q1	–	Sell	-2,042	Closed	-$250K	–	522
2021 Q4	$250K	Hold	2,042	–	–	0.01%	449
2021 Q3	$231K	Buy	2,042 +4	+0.2%	+$463	0.01%	413
2021 Q2	$234K	Buy	2,038 +15	+0.7%	+$1.72K	0.01%	402
2021 Q1	$221K	Buy	+2,023	New	+$211K	0.02%	359
2020 Q1	–	Sell	-3,404	Closed	-$323K	–	344
2019 Q4	$323K	Buy	+3,404	New	+$311K	0.04%	245

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Empirical Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,581 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #743.

Empirical Wealth Management first reported a position in IWS in Q4 2019 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Empirical Wealth Management held 2,581 shares of iShares Russell Mid-Cap Value ETF worth $425K as of Q2 2026.
Empirical Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #743 holding.
Empirical Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.