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

Gen-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	$40.7K	Buy	248 +2	+0.8%	+$316	0.01%	427
2026 Q1	$35.8K	Buy	246 +2	+0.8%	+$297	0.01%	426
2025 Q4	$34.5K	Buy	244 +3	+1%	+$419	0.01%	422
2025 Q3	$33.7K	Buy	241 +2	+0.8%	+$273	0.01%	422
2025 Q2	$31.6K	Buy	239 +3	+1%	+$376	0.01%	374
2025 Q1	$29.7K	Buy	236 +2	+0.9%	+$260	0.01%	382
2024 Q4	$30.3K	Buy	234 +2	+0.9%	+$268	0.01%	403
2024 Q3	$30.7K	Buy	232 +122	+111%	+$15.4K	0.01%	418
2024 Q2	$13.3K	Hold	110	–	–	0.01%	451
2024 Q1	$13.8K	Buy	+110	New	+$13K	0.01%	438

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

Gen-Wealth Partners's IWS Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.81% in Q2 2026, buying an estimated $316 and bringing the position to 248 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #427.

Gen-Wealth Partners first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Gen-Wealth Partners held 248 shares of iShares Russell Mid-Cap Value ETF worth $40.7K as of Q2 2026.
Gen-Wealth Partners bought 2 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap Value ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #427 holding.
Gen-Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.