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

Friday Financial’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	$1.15M	Buy	6,966 +114	+2%	+$18K	0.31%	45
2026 Q1	$999K	Buy	6,852 +175	+3%	+$26K	0.34%	42
2025 Q4	$942K	Buy	6,677 +2,153	+48%	+$301K	0.33%	42
2025 Q3	$632K	Buy	4,524 +964	+27%	+$132K	0.26%	48
2025 Q2	$470K	Buy	3,560 +4	+0.1%	+$502	0.24%	54
2025 Q1	$454K	Sell	3,556 -438	-11%	-$57K	0.27%	46
2024 Q4	$517K	Buy	+3,994	New	+$535K	0.36%	40

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Friday Financial's IWS Position: Q2 2026 in Review

Friday Financial increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q2 2026, buying an estimated $18K and bringing the position to 6,966 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #45.

Friday Financial first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Friday Financial held 6,966 shares of iShares Russell Mid-Cap Value ETF worth $1.15M as of Q2 2026.
Friday Financial bought 114 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18K.
iShares Russell Mid-Cap Value ETF made up 0.31% of Friday Financial's portfolio in Q2 2026, its #45 holding.
Friday Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
225 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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