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

FLP 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	$697K	Buy	4,232 +334	+9%	+$52.7K	1.24%	26
2026 Q1	$568K	Buy	3,898 +242	+7%	+$35.9K	1.17%	33
2025 Q4	$516K	Buy	3,656 +675	+23%	+$94.4K	1.22%	24
2025 Q3	$416K	Buy	2,981 +371	+14%	+$50.7K	1.17%	25
2025 Q2	$345K	Buy	2,610 +876	+51%	+$110K	0.97%	34
2025 Q1	$218K	Buy	1,734 +186	+12%	+$24.2K	0.69%	44
2024 Q4	$200K	Buy	+1,548	New	+$207K	0.51%	40

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

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

FLP Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.6% in Q2 2026, buying an estimated $52.7K and bringing the position to 4,232 shares worth $697K. The position accounts for 1.24% of the portfolio, ranked #26.

FLP Wealth Management first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

FLP Wealth Management held 4,232 shares of iShares Russell Mid-Cap Value ETF worth $697K as of Q2 2026.
FLP Wealth Management bought 334 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $52.7K.
iShares Russell Mid-Cap Value ETF made up 1.24% of FLP Wealth Management's portfolio in Q2 2026, its #26 holding.
FLP Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.