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GHP Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GHP Investment Advisors’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 		$296K Hold
1,797
– – 0.01% 372
2026
Q1 		$262K Hold
1,797
– – 0.01% 370
2025
Q4 		$253K Hold
1,797
– – 0.01% 366
2025
Q3 		$251K Hold
1,797
– – 0.01% 359
2025
Q2 		$237K Hold
1,797
– – 0.01% 362
2025
Q1 		$226K Sell
1,797
-89
-5% -$11.6K 0.01% 362
2024
Q4 		$244K Buy
1,886
+89
+5% +$11.9K 0.01% 362
2024
Q3 		$238K Hold
1,797
– – 0.01% 370
2024
Q2 		$217K Sell
1,797
-22
-1% -$2.67K 0.01% 361
2024
Q1 		$228K Buy
1,819
+4
+0.2% +$471 0.01% 367
2023
Q4 		$211K Buy
1,815
+7
+0.4% +$746 0.01% 372
2023
Q3 		$186K Sell
1,808
-336
-16% -$37K 0.01% 374
2023
Q2 		$240K Buy
2,144
+204
+11% +$21.5K 0.01% 356
2023
Q1 		$206K Buy
1,940
+36
+2% +$3.93K 0.01% 368
2022
Q4 		$201K Buy
1,904
+13
+0.7% +$1.36K 0.01% 370
2022
Q3 		$182K Hold
1,891
– – 0.01% 365
2022
Q2 		$192K Buy
1,891
+5
+0.3% +$559 0.01% 352
2022
Q1 		$226K Buy
1,886
+5
+0.3% +$589 0.01% 345
2021
Q4 		$230K Buy
1,881
+12
+0.6% +$1.43K 0.02% 304
2021
Q3 		$212K Buy
1,869
+40
+2% +$4.63K 0.02% 293
2021
Q2 		$210K Buy
+1,829
New +$210K 0.02% 289

Other funds holding IWS

Envestnet Portfolio Solutions
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
SW
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

GHP Investment Advisors's IWS Position: Q2 2026 in Review

GHP Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,797 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #372.

GHP Investment Advisors first reported a position in IWS in Q2 2021 and has held it in 21 quarters since. 272 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • GHP Investment Advisors held 1,797 shares of iShares Russell Mid-Cap Value ETF worth $296K as of Q2 2026.
  • GHP Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #372 holding.
  • GHP Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.