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 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

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

GAMMA Investing's IWS Position: Q2 2026 in Review

GAMMA Investing increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,077 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1353.

GAMMA Investing first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $196K in Q4 2025. 205 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

GAMMA Investing held 1,077 shares of iShares Russell Mid-Cap Value ETF worth $177K as of Q2 2026.
GAMMA Investing bought 75 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $11.8K.
iShares Russell Mid-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1353 holding.
GAMMA Investing first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's iShares Russell Mid-Cap Value ETF position peaked at $196K in Q4 2025.
205 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.