Global Wealth Management Investment Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Global Wealth Management Investment Advisory’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	$1.07M	Sell	6,490 -1,092	-14%	-$172K	0.15%	98
2026 Q1	$1.11M	Sell	7,582 -435	-5%	-$64.6K	0.17%	97
2025 Q4	$1.13M	Sell	8,017 -617	-7%	-$86.3K	0.18%	94
2025 Q3	$1.21M	Sell	8,634 -59	-0.7%	-$8.06K	0.2%	94
2025 Q2	$1.15M	Buy	8,693 +1,617	+23%	+$203K	0.22%	93
2025 Q1	$891K	Sell	7,076 -127	-2%	-$16.5K	0.18%	101
2024 Q4	$932K	Sell	7,203 -100	-1%	-$13.4K	0.19%	97
2024 Q3	$966K	Sell	7,303 -221	-3%	-$27.9K	0.21%	94
2024 Q2	$909K	Sell	7,524 -942	-11%	-$114K	0.21%	91
2024 Q1	$1.06M	Sell	8,466 -1,362	-14%	-$160K	0.26%	87
2023 Q4	$1.14M	Sell	9,828 -1,528	-13%	-$163K	0.29%	88
2023 Q3	$1.18M	Sell	11,356 -663	-6%	-$73.1K	0.33%	81
2023 Q2	$1.32M	Sell	12,019 -690	-5%	-$72.7K	0.36%	76
2023 Q1	$1.35M	Sell	12,709 -1,431	-10%	-$156K	0.41%	68
2022 Q4	$1.49M	Sell	14,140 -4,774	-25%	-$501K	0.48%	63
2022 Q3	$1.82M	Sell	18,914 -1,280	-6%	-$137K	0.65%	59
2022 Q2	$2.05M	Sell	20,194 -10,818	-35%	-$1.21M	0.69%	51
2022 Q1	$3.71M	Sell	31,012 -3,048	-9%	-$359K	1.11%	27
2021 Q4	$4.17M	Sell	34,060 -2,461	-7%	-$294K	1.25%	22
2021 Q3	$4.14M	Sell	36,521 -2,233	-6%	-$258K	1.31%	21
2021 Q2	$4.46M	Sell	38,754 -1,153	-3%	-$132K	1.48%	19
2021 Q1	$4.36M	Sell	39,907 -2,647	-6%	-$276K	1.57%	15
2020 Q4	$4.13M	Sell	42,554 -775	-2%	-$69.9K	1.6%	14
2020 Q3	$3.5M	Sell	43,329 -90	-0.2%	-$7.29K	1.52%	17
2020 Q2	$3.32M	Buy	43,419 +1,557	+4%	+$113K	1.42%	18
2020 Q1	$2.68M	Sell	41,862 -266	-0.6%	-$22.7K	1.35%	20
2019 Q4	$3.99M	Buy	42,128 +9,244	+28%	+$844K	1.69%	18
2019 Q3	$2.95M	Buy	32,884 +1,311	+4%	+$116K	1.35%	21
2019 Q2	$2.81M	Sell	31,573 -93	-0.3%	-$8.17K	1.36%	21
2019 Q1	$2.75M	Buy	31,666 +6,866	+28%	+$579K	1.43%	18
2018 Q4	$1.89M	Buy	+24,800	New	+$2.07M	1.1%	29

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 19.28% 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

Global Wealth Management Investment Advisory's IWS Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q2 2026, selling an estimated $172K and leaving 6,490 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #98.

Global Wealth Management Investment Advisory first reported a position in IWS in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.46M in Q2 2021. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Global Wealth Management Investment Advisory held 6,490 shares of iShares Russell Mid-Cap Value ETF worth $1.07M as of Q2 2026.
Global Wealth Management Investment Advisory sold 1,092 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $172K.
iShares Russell Mid-Cap Value ETF made up 0.15% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #98 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's iShares Russell Mid-Cap Value ETF position peaked at $4.46M in Q2 2021.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.