Financial Management Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Financial Management Network’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	$672K	Sell	4,044 -78	-2%	-$12.3K	0.1%	119
2026 Q1	$627K	Buy	4,122 +1	+0%	+$148	0.1%	113
2025 Q4	$588K	Sell	4,121 -43	-1%	-$6.01K	0.09%	114
2025 Q3	$586K	Sell	4,164 -56	-1%	-$7.66K	0.1%	114
2025 Q2	$570K	Buy	4,220 +48	+1%	+$6.02K	0.1%	109
2025 Q1	$471K	Sell	4,172 -87	-2%	-$11.3K	0.11%	107
2024 Q4	$555K	Buy	4,259 +3	+0.1%	+$402	0.12%	102
2024 Q3	$559K	Sell	4,256 -1,115	-21%	-$141K	0.12%	104
2024 Q2	$642K	Sell	5,371 -903	-14%	-$110K	0.15%	90
2024 Q1	$768K	Buy	6,274 +98	+2%	+$11.5K	0.19%	77
2023 Q4	$706K	Sell	6,176 -311	-5%	-$33.1K	0.21%	70
2023 Q3	$662K	Sell	6,487 -320	-5%	-$35.3K	0.22%	71
2023 Q2	$752K	Sell	6,807 -179	-3%	-$18.9K	0.26%	67
2023 Q1	$732K	Sell	6,986 -1,028	-13%	-$112K	0.29%	58
2022 Q4	$856K	Sell	8,014 -643	-7%	-$67.4K	0.38%	55
2022 Q3	$887K	Buy	8,657 +534	+7%	+$57K	0.44%	54
2022 Q2	$837K	Buy	8,123 +213	+3%	+$23.8K	0.45%	55
2022 Q1	$950K	Buy	7,910 +99	+1%	+$11.7K	0.48%	42
2021 Q4	$965K	Buy	7,811 +39	+0.5%	+$4.66K	0.44%	48
2021 Q3	$889K	Sell	7,772 -42	-0.5%	-$4.86K	0.45%	51
2021 Q2	$906K	Sell	7,814 -177	-2%	-$20.3K	0.46%	50
2021 Q1	$920K	Buy	7,991 +1,142	+17%	+$119K	0.48%	46
2020 Q4	$696K	Buy	+6,849	New	+$617K	0.43%	51

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

Financial Management Network's IWS Position: Q2 2026 in Review

Financial Management Network reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q2 2026, selling an estimated $12.3K and leaving 4,044 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #119.

Financial Management Network first reported a position in IWS in Q4 2020 and has held it in 23 quarters since. The position peaked at $965K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Financial Management Network held 4,044 shares of iShares Russell Mid-Cap Value ETF worth $672K as of Q2 2026.
Financial Management Network sold 78 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell Mid-Cap Value ETF made up 0.1% of Financial Management Network's portfolio in Q2 2026, its #119 holding.
Financial Management Network first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's iShares Russell Mid-Cap Value ETF position peaked at $965K in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.