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

Evermay 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	$17.7K	Hold	107	–	–	﹤0.01%	454
2026 Q1	$15.6K	Hold	107	–	–	﹤0.01%	416
2025 Q4	$15.1K	Hold	107	–	–	﹤0.01%	410
2025 Q3	$15K	Hold	107	–	–	﹤0.01%	414
2025 Q2	$14.2K	Hold	107	–	–	﹤0.01%	417
2025 Q1	$13.5K	Hold	107	–	–	﹤0.01%	414
2024 Q4	$13.9K	Sell	107 -677	-86%	-$90.6K	﹤0.01%	405
2024 Q3	$104K	Sell	784 -491	-39%	-$62K	0.02%	266
2024 Q2	$154K	Sell	1,275 -35	-3%	-$4.25K	0.02%	216
2024 Q1	$164K	Buy	1,310 +1,256	+2,326%	+$148K	0.02%	212
2023 Q4	$6.28K	Hold	54	–	–	﹤0.01%	473
2023 Q3	$5.67K	Hold	54	–	–	﹤0.01%	463
2023 Q2	$5.93K	Hold	54	–	–	﹤0.01%	457
2023 Q1	$5.74K	Hold	54	–	–	﹤0.01%	451
2022 Q4	$5.69K	Hold	54	–	–	﹤0.01%	450
2022 Q3	$5K	Buy	+54	New	+$5.77K	﹤0.01%	442

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

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

Evermay Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 107 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Evermay Wealth Management first reported a position in IWS in Q3 2022 and has held it in 16 quarters since. The position peaked at $164K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Evermay Wealth Management held 107 shares of iShares Russell Mid-Cap Value ETF worth $17.7K as of Q2 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #454 holding.
Evermay Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Evermay Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $164K in Q1 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.