Foundation Wealth Management (Missouri)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Foundation Wealth Management (Missouri)’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	$238K	Sell	1,443 -218	-13%	-$34.4K	0.14%	46
2026 Q1	$242K	Buy	1,661 +2	+0.1%	+$297	0.16%	40
2025 Q4	$234K	Sell	1,659 -2	-0.1%	-$280	0.15%	42
2025 Q3	$232K	Hold	1,661	–	–	0.15%	42
2025 Q2	$219K	Hold	1,661	–	–	0.15%	43
2025 Q1	$209K	Hold	1,661	–	–	0.16%	43
2024 Q4	$215K	Hold	1,661	–	–	0.17%	43
2024 Q3	$220K	Hold	1,661	–	–	0.17%	41
2024 Q2	$201K	Hold	1,661	–	–	0.16%	45
2024 Q1	$208K	Buy	+1,661	New	+$196K	0.17%	37

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IWS Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q2 2026, selling an estimated $34.4K and leaving 1,443 shares worth $238K. The position accounts for 0.14% of the portfolio, ranked #46.

Foundation Wealth Management (Missouri) first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. The position peaked at $242K in Q1 2026. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Foundation Wealth Management (Missouri) held 1,443 shares of iShares Russell Mid-Cap Value ETF worth $238K as of Q2 2026.
Foundation Wealth Management (Missouri) sold 218 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $34.4K.
iShares Russell Mid-Cap Value ETF made up 0.14% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #46 holding.
Foundation Wealth Management (Missouri) first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Foundation Wealth Management (Missouri)'s iShares Russell Mid-Cap Value ETF position peaked at $242K in Q1 2026.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.