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

Focus Financial 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	$5.5M	Buy	33,437 +429	+1%	+$67.7K	0.17%	102
2026 Q1	$4.81M	Buy	33,008 +378	+1%	+$56.1K	0.17%	101
2025 Q4	$4.6M	Buy	32,630 +203	+0.6%	+$28.4K	0.16%	104
2025 Q3	$4.53M	Buy	32,427 +272	+0.8%	+$37.2K	0.16%	104
2025 Q2	$4.25M	Buy	32,155 +671	+2%	+$84.2K	0.17%	98
2025 Q1	$3.97M	Buy	31,484 +709	+2%	+$92.3K	0.16%	107
2024 Q4	$3.98M	Sell	30,775 -493	-2%	-$66K	0.16%	109
2024 Q3	$4.14M	Sell	31,268 -569	-2%	-$71.9K	0.17%	106
2024 Q2	$4.03M	Buy	31,837 +213	+0.7%	+$25.9K	0.17%	101
2024 Q1	$3.71M	Sell	31,624 -24,452	-44%	-$2.88M	0.18%	104
2023 Q4	$6.52M	Buy	56,076 +23,894	+74%	+$2.55M	0.25%	88
2023 Q3	$3.38M	Sell	32,182 -61,613	-66%	-$6.79M	0.19%	101
2023 Q2	$10.3M	Buy	93,795 +7,405	+9%	+$780K	0.57%	38
2023 Q1	$9.17M	Buy	86,390 +5,605	+7%	+$612K	0.57%	37
2022 Q4	$8.51M	Buy	80,785 +6,615	+9%	+$694K	0.69%	28
2022 Q3	$7.12M	Buy	74,170 +23,997	+48%	+$2.56M	0.62%	35
2022 Q2	$5.1M	Buy	50,173 +25,648	+105%	+$2.87M	0.42%	43
2022 Q1	$2.93M	Buy	24,525 +6,060	+33%	+$714K	0.2%	94
2021 Q4	$2.26M	Buy	18,465 +326	+2%	+$38.9K	0.33%	73
2021 Q3	$2.05M	Buy	18,139 +1,065	+6%	+$123K	0.27%	92
2021 Q2	$1.96M	Buy	17,074 +545	+3%	+$62.5K	0.26%	98
2021 Q1	$1.81M	Sell	16,529 -5,719	-26%	-$596K	0.21%	110
2020 Q4	$2.16M	Buy	22,248 +602	+3%	+$54.3K	0.19%	106
2020 Q3	$1.75M	Sell	21,646 -1,928	-8%	-$156K	0.16%	127
2020 Q2	$1.8M	Buy	23,574 +16,863	+251%	+$1.23M	0.2%	102
2020 Q1	$430K	Buy	6,711 +194	+3%	+$16.6K	0.06%	240
2019 Q4	$618K	Buy	6,517 +115	+2%	+$10.5K	0.08%	218
2019 Q3	$574K	Sell	6,402 -55	-0.9%	-$4.87K	0.08%	203
2019 Q2	$576K	Sell	6,457 -172	-3%	-$15.1K	0.09%	202
2019 Q1	$576K	Buy	+6,629	New	+$559K	0.09%	187

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Focus Financial Network increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.3% in Q2 2026, buying an estimated $67.7K and bringing the position to 33,437 shares worth $5.5M. The position accounts for 0.17% of the portfolio, ranked #102.

Focus Financial Network first reported a position in IWS in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.3M in Q2 2023. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Focus Financial Network held 33,437 shares of iShares Russell Mid-Cap Value ETF worth $5.5M as of Q2 2026.
Focus Financial Network bought 429 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $67.7K.
iShares Russell Mid-Cap Value ETF made up 0.17% of Focus Financial Network's portfolio in Q2 2026, its #102 holding.
Focus Financial Network first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's iShares Russell Mid-Cap Value ETF position peaked at $10.3M in Q2 2023.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.