Gateway Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Gateway Wealth Partners’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	$552K	Sell	3,354 -3,116	-48%	-$492K	0.03%	447
2026 Q1	$943K	Buy	6,470 +3,414	+112%	+$507K	0.04%	389
2025 Q4	$431K	Buy	3,056 +35	+1%	+$4.89K	0.05%	301
2025 Q3	$422K	Buy	3,021 +25	+0.8%	+$3.42K	0.06%	270
2025 Q2	$396K	Buy	+2,996	New	+$376K	0.08%	240

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

Gateway Wealth Partners's IWS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 48% in Q2 2026, selling an estimated $492K and leaving 3,354 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #447.

Gateway Wealth Partners first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. The position peaked at $943K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Gateway Wealth Partners held 3,354 shares of iShares Russell Mid-Cap Value ETF worth $552K as of Q2 2026.
Gateway Wealth Partners sold 3,116 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $492K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #447 holding.
Gateway Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $943K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.