GGM Financials’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GGM Financials’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	$2.25K	Sell	14 -25	-64%	-$3.94K	﹤0.01%	255
2026 Q1	$5.68K	Buy	39 +9	+30%	+$1.34K	﹤0.01%	214
2025 Q4	$4.23K	Hold	30	–	–	﹤0.01%	212
2025 Q3	$4.19K	Buy	+30	New	+$4.1K	﹤0.01%	207

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

GGM Financials's IWS Position: Q2 2026 in Review

GGM Financials reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 64% in Q2 2026, selling an estimated $3.94K and leaving 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

GGM Financials first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.68K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

GGM Financials held 14 shares of iShares Russell Mid-Cap Value ETF worth $2.25K as of Q2 2026.
GGM Financials sold 25 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.94K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of GGM Financials's portfolio in Q2 2026, its #255 holding.
GGM Financials first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
GGM Financials's iShares Russell Mid-Cap Value ETF position peaked at $5.68K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.