Grimes & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Grimes & Company’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	$283K	Buy	1,717 +5	+0.3%	+$789	0.01%	389
2026 Q1	$249K	Buy	1,712 +15	+0.9%	+$2.23K	0.01%	388
2025 Q4	$239K	Buy	1,697 +8	+0.5%	+$1.12K	0.01%	410
2025 Q3	$236K	Buy	+1,689	New	+$231K	0.01%	413
2025 Q2	–	Sell	-1,607	Closed	-$202K	–	421
2025 Q1	$202K	Buy	1,607 +5	+0.3%	+$651	0.01%	354
2024 Q4	$207K	Buy	1,602 +6	+0.4%	+$803	0.01%	366
2024 Q3	$211K	Sell	1,596 -495	-24%	-$62.6K	0.01%	343
2024 Q2	$252K	Buy	2,091 +111	+6%	+$13.5K	0.01%	294
2024 Q1	$248K	Sell	1,980 -168	-8%	-$19.8K	0.01%	294
2023 Q4	$250K	Buy	2,148 +195	+10%	+$20.8K	0.01%	276
2023 Q3	$204K	Hold	1,953	–	–	0.01%	276
2023 Q2	$215K	Sell	1,953 -257	-12%	-$27.1K	0.01%	276
2023 Q1	$235K	Buy	2,210 +3	+0.1%	+$327	0.01%	263
2022 Q4	$233K	Buy	2,207 +5	+0.2%	+$524	0.01%	256
2022 Q3	$211K	Buy	2,202 +1	+0%	+$107	0.01%	251
2022 Q2	$224K	Buy	2,201 +261	+13%	+$29.2K	0.01%	252
2022 Q1	$232K	Sell	1,940 -146	-7%	-$17.2K	0.01%	269
2021 Q4	$255K	Buy	2,086 +4	+0.2%	+$478	0.01%	262
2021 Q3	$236K	Buy	2,082 +250	+14%	+$28.9K	0.01%	268
2021 Q2	$211K	Buy	+1,832	New	+$210K	0.01%	283

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

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Grimes & Company's IWS Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.29% in Q2 2026, buying an estimated $789 and bringing the position to 1,717 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #389.

Grimes & Company first reported a position in IWS in Q2 2021 and has held it in 20 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Grimes & Company held 1,717 shares of iShares Russell Mid-Cap Value ETF worth $283K as of Q2 2026.
Grimes & Company bought 5 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $789.
iShares Russell Mid-Cap Value ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #389 holding.
Grimes & Company first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.