Fourth Dimension Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fourth Dimension Wealth’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	$2.82K	Hold	17	–	–	﹤0.01%	587
2026 Q1	$2.49K	Hold	17	–	–	﹤0.01%	518
2025 Q4	$2.4K	Hold	17	–	–	﹤0.01%	531
2025 Q3	$2.37K	Sell	17 -102	-86%	-$13.9K	﹤0.01%	524
2025 Q2	$15.7K	Hold	119	–	–	0.01%	362
2025 Q1	$15K	Hold	119	–	–	0.01%	355
2024 Q4	$15.4K	Buy	+119	New	+$15.9K	0.01%	359

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

Fourth Dimension Wealth's IWS Position: Q2 2026 in Review

Fourth Dimension Wealth held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 17 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Fourth Dimension Wealth first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Fourth Dimension Wealth held 17 shares of iShares Russell Mid-Cap Value ETF worth $2.82K as of Q2 2026.
Fourth Dimension Wealth left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #587 holding.
Fourth Dimension Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares Russell Mid-Cap Value ETF position peaked at $15.7K in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.