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

Evolve Private 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 Q2	–	Sell	-2,503	Closed	-$365K	–	1126
2026 Q1	$365K	Buy	+2,503	New	+$372K	0.02%	705

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

Evolve Private Wealth's IWS Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 2,503 shares — an estimated $365K sold.

Evolve Private Wealth first reported a position in IWS in Q1 2026 and held it in 1 quarter. The position peaked at $365K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Evolve Private Wealth reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,503 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $365K.
Evolve Private Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's iShares Russell Mid-Cap Value ETF position peaked at $365K in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.