Gallacher Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Gallacher Capital 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	$226K	Sell	1,373 -382	-22%	-$60.3K	0.13%	241
2026 Q1	$256K	Hold	1,755	–	–	0.1%	254
2025 Q4	$248K	Hold	1,755	–	–	0.1%	262
2025 Q3	$245K	Hold	1,755	–	–	0.1%	275
2025 Q2	$232K	Hold	1,755	–	–	0.11%	262
2025 Q1	$221K	Hold	1,755	–	–	0.11%	248
2024 Q4	$227K	Hold	1,755	–	–	0.11%	253
2024 Q3	$232K	Hold	1,755	–	–	0.11%	248
2024 Q2	$212K	Hold	1,755	–	–	0.11%	244
2024 Q1	$220K	Hold	1,755	–	–	0.11%	234
2023 Q4	$204K	Buy	+1,755	New	+$187K	0.11%	246

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

Gallacher Capital Management's IWS Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 22% in Q2 2026, selling an estimated $60.3K and leaving 1,373 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #241.

Gallacher Capital Management first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $256K in Q1 2026. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Gallacher Capital Management held 1,373 shares of iShares Russell Mid-Cap Value ETF worth $226K as of Q2 2026.
Gallacher Capital Management sold 382 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $60.3K.
iShares Russell Mid-Cap Value ETF made up 0.13% of Gallacher Capital Management's portfolio in Q2 2026, its #241 holding.
Gallacher Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Gallacher Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $256K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.