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

Hamilton Point 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	$171K	Hold	1,039	–	–	0.02%	149
2026 Q1	$151K	Hold	1,039	–	–	0.02%	144
2025 Q4	$146K	Buy	1,039 +225	+28%	+$31.5K	0.02%	144
2025 Q3	$114K	Hold	814	–	–	0.02%	134
2025 Q2	$108K	Hold	814	–	–	0.02%	133
2025 Q1	$103K	Hold	814	–	–	0.02%	127
2024 Q4	$105K	Hold	814	–	–	0.02%	129
2024 Q3	$108K	Hold	814	–	–	0.02%	131
2024 Q2	$98.3K	Hold	814	–	–	0.02%	122
2024 Q1	$102K	Hold	814	–	–	0.02%	126
2023 Q4	$94.7K	Hold	814	–	–	0.02%	129
2023 Q3	$85.4K	Hold	814	–	–	0.02%	123
2023 Q2	$89.4K	Hold	814	–	–	0.02%	129
2023 Q1	$86.4K	Buy	+814	New	+$88.8K	0.02%	126

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

Hamilton Point Investment Advisors's IWS Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,039 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #149.

Hamilton Point Investment Advisors first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Hamilton Point Investment Advisors held 1,039 shares of iShares Russell Mid-Cap Value ETF worth $171K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #149 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.