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

Everhart 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	$217K	Buy	+1,318	New	+$208K	0.01%	440

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Envestnet Portfolio Solutions

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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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Everhart Financial Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,318 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings.

215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Everhart Financial Group held 1,318 shares of iShares Russell Mid-Cap Value ETF worth $217K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Everhart Financial Group position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #440 holding.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.