HB Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

HB Wealth Management’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	$1.43M	Buy	8,701 +90	+1%	+$14.2K	0.01%	594
2026 Q1	$1.25M	Buy	8,611 +2,895	+51%	+$430K	0.01%	578
2025 Q4	$806K	Buy	5,716 +155	+3%	+$21.7K	0.01%	706
2025 Q3	$777K	Sell	5,561 -543	-9%	-$74.2K	0.01%	690
2025 Q2	$807K	Buy	6,104 +1	+0%	+$125	0.01%	596
2025 Q1	$769K	Buy	6,103 +636	+12%	+$82.8K	0.01%	621
2024 Q4	$707K	Hold	5,467	–	–	0.01%	510
2024 Q3	$723K	Sell	5,467 -66	-1%	-$8.34K	0.01%	473
2024 Q2	$668K	Sell	5,533 -1,090	-16%	-$132K	0.01%	459
2024 Q1	$830K	Sell	6,623 -4	-0.1%	-$471	0.01%	386
2023 Q4	$771K	Sell	6,627 -660	-9%	-$70.3K	0.01%	363
2023 Q3	$760K	Buy	7,287 +540	+8%	+$59.5K	0.01%	343
2023 Q2	$741K	Buy	6,747 +106	+2%	+$11.2K	0.01%	341
2023 Q1	$705K	Sell	6,641 -1,034	-13%	-$113K	0.01%	342
2022 Q4	$808K	Sell	7,675 -188	-2%	-$19.7K	0.01%	312
2022 Q3	$755K	Sell	7,863 -475	-6%	-$50.7K	0.02%	289
2022 Q2	$847K	Hold	8,338	–	–	0.02%	271
2022 Q1	$998K	Buy	8,338 +2,922	+54%	+$344K	0.02%	273
2021 Q4	$663K	Buy	+5,416	New	+$647K	0.01%	278

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

HB Wealth Management's IWS Position: Q2 2026 in Review

HB Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1% in Q2 2026, buying an estimated $14.2K and bringing the position to 8,701 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #594.

HB Wealth Management first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

HB Wealth Management held 8,701 shares of iShares Russell Mid-Cap Value ETF worth $1.43M as of Q2 2026.
HB Wealth Management bought 90 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
iShares Russell Mid-Cap Value ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #594 holding.
HB Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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