GWM
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Gilpin Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Gilpin Wealth Management’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
Q3 		$273K Hold
1,700
– – 0.18% 110
2026
Q2 		$280K Hold
1,700
– – 0.19% 108
2026
Q1 		$248K Hold
1,700
– – 0.2% 103
2025
Q4 		$240K Buy
+1,700
New +$238K 0.19% 103

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Gilpin Wealth Management's IWS Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,700 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #110.

Gilpin Wealth Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q2 2026. 62 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Gilpin Wealth Management held 1,700 shares of iShares Russell Mid-Cap Value ETF worth $273K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Gilpin Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Gilpin Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $280K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.