Hantz Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hantz Financial Services’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	$24K	Buy	146 +50	+52%	+$7.89K	﹤0.01%	1883
2026 Q1	$14K	Buy	96 +27	+39%	+$4.01K	﹤0.01%	1968
2025 Q4	$10K	Buy	69 +36	+109%	+$5.03K	﹤0.01%	1997
2025 Q3	$5K	Sell	33 -84	-72%	-$11.5K	﹤0.01%	2014
2025 Q2	$16K	Sell	117 -37	-24%	-$4.64K	﹤0.01%	1348
2025 Q1	$19K	Sell	154 -22	-13%	-$2.87K	﹤0.01%	842
2024 Q4	$23K	Buy	+176	New	+$23.6K	﹤0.01%	742
2024 Q2	–	Sell	-69	Closed	-$9K	–	1165
2024 Q1	$9K	Buy	+69	New	+$8.13K	﹤0.01%	846

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 19.34% 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

Hantz Financial Services's IWS Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 52% in Q2 2026, buying an estimated $7.89K and bringing the position to 146 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Hantz Financial Services first reported a position in IWS in Q1 2024 and has held it in 8 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Hantz Financial Services held 146 shares of iShares Russell Mid-Cap Value ETF worth $24K as of Q2 2026.
Hantz Financial Services bought 50 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $7.89K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1883 holding.
Hantz Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.