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

FAS Wealth Partners’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	$3.4M	Sell	20,657 -78	-0.4%	-$12.3K	0.18%	111
2026 Q1	$3.02M	Sell	20,735 -102	-0.5%	-$15.1K	0.19%	110
2025 Q4	$2.94M	Sell	20,837 -20	-0.1%	-$2.8K	0.19%	109
2025 Q3	$2.91M	Buy	20,857 +160	+0.8%	+$21.9K	0.2%	102
2025 Q2	$2.73M	Buy	20,697 +140	+0.7%	+$17.6K	0.2%	100
2025 Q1	$2.59M	Sell	20,557 -1,344	-6%	-$175K	0.21%	99
2024 Q4	$2.83M	Sell	21,901 -23	-0.1%	-$3.08K	0.24%	91
2024 Q3	$2.9M	Buy	21,924 +141	+0.6%	+$17.8K	0.23%	92
2024 Q2	$2.63M	Sell	21,783 -365	-2%	-$44.4K	0.23%	93
2024 Q1	$2.78M	Buy	22,148 +142	+0.6%	+$16.7K	0.25%	91
2023 Q4	$2.56M	Sell	22,006 -315	-1%	-$33.6K	0.24%	91
2023 Q3	$2.33M	Sell	22,321 -42	-0.2%	-$4.63K	0.25%	85
2023 Q2	$2.46M	Buy	22,363 +314	+1%	+$33.1K	0.31%	75
2023 Q1	$2.34M	Sell	22,049 -216	-1%	-$23.6K	0.25%	87
2022 Q4	$2.35M	Buy	22,265 +2,388	+12%	+$250K	0.27%	84
2022 Q3	$1.91M	Sell	19,877 -32,707	-62%	-$3.49M	0.21%	83
2022 Q2	$5.34M	Buy	52,584 +35,230	+203%	+$3.94M	0.56%	37
2022 Q1	$2.08M	Sell	17,354 -39	-0.2%	-$4.59K	0.2%	78
2021 Q4	$2.13M	Sell	17,393 -87	-0.5%	-$10.4K	0.2%	80
2021 Q3	$1.98M	Buy	17,480 +1,291	+8%	+$149K	0.19%	81
2021 Q2	$1.86M	Buy	16,189 +208	+1%	+$23.8K	0.17%	85
2021 Q1	$1.75M	Buy	15,981 +558	+4%	+$58.1K	0.18%	83
2020 Q4	$1.5M	Sell	15,423 -1,140	-7%	-$103K	0.17%	89
2020 Q3	$1.34M	Sell	16,563 -481	-3%	-$38.9K	0.18%	90
2020 Q2	$1.3M	Buy	17,044 +496	+3%	+$36.1K	0.19%	87
2020 Q1	$1.06M	Sell	16,548 -5,208	-24%	-$445K	0.19%	93
2019 Q4	$2.06M	Sell	21,756 -442	-2%	-$40.4K	0.35%	56
2019 Q3	$1.99M	Buy	22,198 +99	+0.4%	+$8.77K	0.36%	53
2019 Q2	$1.97M	Sell	22,099 -197	-0.9%	-$17.3K	0.37%	55
2019 Q1	$1.94M	Buy	22,296 +39	+0.2%	+$3.29K	0.38%	55
2018 Q4	$1.7M	Buy	+22,257	New	+$1.86M	0.39%	54

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

FAS Wealth Partners's IWS Position: Q2 2026 in Review

FAS Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.38% in Q2 2026, selling an estimated $12.3K and leaving 20,657 shares worth $3.4M. The position accounts for 0.18% of the portfolio, ranked #111.

FAS Wealth Partners first reported a position in IWS in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.34M in Q2 2022. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

FAS Wealth Partners held 20,657 shares of iShares Russell Mid-Cap Value ETF worth $3.4M as of Q2 2026.
FAS Wealth Partners sold 78 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell Mid-Cap Value ETF made up 0.18% of FAS Wealth Partners's portfolio in Q2 2026, its #111 holding.
FAS Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
FAS Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $5.34M in Q2 2022.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.