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GAMMA Investing’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GAMMA Investing’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
Q3 		$196K Buy
1,217
+140
+13% +$23.5K 0.01% 1335
2026
Q2 		$177K Buy
1,077
+75
+7% +$11.8K 0.01% 1353
2026
Q1 		$146K Sell
1,002
-386
-28% -$57.3K 0.01% 1355
2025
Q4 		$196K Hold
1,388
– – 0.01% 1064
2025
Q3 		$194K Sell
1,388
-5
-0.4% -$683 0.01% 1003
2025
Q2 		$184K Buy
1,393
+156
+13% +$19.6K 0.01% 963
2025
Q1 		$156K Hold
1,237
– – 0.01% 915
2024
Q4 		$160K Hold
1,237
– – 0.01% 802
2024
Q3 		$164K Hold
1,237
– – 0.02% 715
2024
Q2 		$149K Buy
1,237
+440
+55% +$53.5K 0.02% 598
2024
Q1 		$99.9K Buy
797
+104
+15% +$12.2K 0.02% 656
2023
Q4 		$79.1K Buy
+693
New +$73.8K 0.02% 648

Other funds holding IWS

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GAMMA Investing's IWS Position: Q3 2026 in Review

GAMMA Investing increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q3 2026, buying an estimated $23.5K and bringing the position to 1,217 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #1335.

GAMMA Investing first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $196K in Q4 2025. 55 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • GAMMA Investing held 1,217 shares of iShares Russell Mid-Cap Value ETF worth $196K as of Q3 2026.
  • GAMMA Investing bought 140 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $23.5K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1335 holding.
  • GAMMA Investing first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares Russell Mid-Cap Value ETF position peaked at $196K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.