GoalVest Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GoalVest 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	$87.4K	Sell	531 -121	-19%	-$19.1K	0.02%	166
2026 Q1	$95K	Sell	652 -6	-0.9%	-$891	0.02%	179
2025 Q4	$92.8K	Hold	658	–	–	0.02%	192
2025 Q3	$91.9K	Hold	658	–	–	0.02%	178
2025 Q2	$86.9K	Buy	+658	New	+$82.5K	0.02%	180
2025 Q1	–	Sell	-84	Closed	-$10.9K	–	520
2024 Q4	$10.9K	Hold	84	–	–	﹤0.01%	279
2024 Q3	$11.1K	Hold	84	–	–	﹤0.01%	313
2024 Q2	$10.1K	Hold	84	–	–	﹤0.01%	274
2024 Q1	$10.5K	Buy	+84	New	+$9.89K	﹤0.01%	312
2022 Q4	–	Sell	-55	Closed	-$5K	–	255
2022 Q3	$5K	Buy	+55	New	+$5.88K	﹤0.01%	210
2022 Q2	–	Sell	-3	Closed	–	–	428
2022 Q1	$0	Buy	+3	New	+$353	﹤0.01%	444
2021 Q2	$0	Buy	+3	New	+$344	﹤0.01%	240

Other funds holding IWS

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

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

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

GoalVest Advisory's IWS Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 19% in Q2 2026, selling an estimated $19.1K and leaving 531 shares worth $87.4K. The position accounts for 0.02% of the portfolio, ranked #166.

GoalVest Advisory first reported a position in IWS in Q2 2021 and has held it in 12 quarters since. The position peaked at $95K in Q1 2026. 239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

GoalVest Advisory held 531 shares of iShares Russell Mid-Cap Value ETF worth $87.4K as of Q2 2026.
GoalVest Advisory sold 121 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $19.1K.
iShares Russell Mid-Cap Value ETF made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #166 holding.
GoalVest Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 12 quarters since.
GoalVest Advisory's iShares Russell Mid-Cap Value ETF position peaked at $95K in Q1 2026.
239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.