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

Financial Guidance 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 		$1.33M Sell
8,103
-1,513
-16% -$239K 0.5% 40
2026
Q1 		$1.4M Sell
9,616
-125
-1% -$18.6K 0.56% 39
2025
Q4 		$1.37M Buy
9,741
+1
+0% +$140 0.56% 40
2025
Q3 		$1.36M Buy
9,740
+1
+0% +$137 0.61% 39
2025
Q2 		$1.29M Sell
9,739
-155
-2% -$19.4K 0.63% 39
2025
Q1 		$1.25M Buy
9,894
+1
+0% +$130 0.67% 34
2024
Q4 		$1.28M Sell
9,893
-251
-2% -$33.6K 0.7% 34
2024
Q3 		$1.34M Sell
10,144
-42
-0.4% -$5.31K 0.78% 34
2024
Q2 		$1.23M Sell
10,186
-1,600
-14% -$194K 0.76% 32
2024
Q1 		$1.48M Sell
11,786
-582
-5% -$68.5K 0.96% 23
2023
Q4 		$1.44M Buy
12,368
+1
+0% +$107 1% 23
2023
Q3 		$1.29M Buy
12,367
+1
+0% +$110 0.97% 21
2023
Q2 		$1.36M Sell
12,366
-54
-0.4% -$5.69K 1% 23
2023
Q1 		$1.32M Sell
12,420
-276
-2% -$30.1K 1% 22
2022
Q4 		$1.34M Sell
12,696
-229
-2% -$24K 1.09% 20
2022
Q3 		$1.24M Sell
12,925
-18
-0.1% -$1.92K 1% 23
2022
Q2 		$1.31M Sell
12,943
-1,652
-11% -$185K 1.03% 22
2022
Q1 		$1.75M Buy
+14,595
New +$1.72M 1.2% 19

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Financial Guidance Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 16% in Q2 2026, selling an estimated $239K and leaving 8,103 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #40.

Financial Guidance Group first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.75M in Q1 2022. 486 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Financial Guidance Group held 8,103 shares of iShares Russell Mid-Cap Value ETF worth $1.33M as of Q2 2026.
  • Financial Guidance Group sold 1,513 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $239K.
  • iShares Russell Mid-Cap Value ETF made up 0.5% of Financial Guidance Group's portfolio in Q2 2026, its #40 holding.
  • Financial Guidance Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's iShares Russell Mid-Cap Value ETF position peaked at $1.75M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.