Hexagon Capital Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-76	Closed	-$9.57K	–	903
2025 Q1	$9.57K	Hold	76	–	–	﹤0.01%	992
2024 Q4	$9.83K	Hold	76	–	–	﹤0.01%	1018
2024 Q3	$10.1K	Hold	76	–	–	﹤0.01%	923
2024 Q2	$9.18K	Hold	76	–	–	﹤0.01%	897
2024 Q1	$9.53K	Hold	76	–	–	﹤0.01%	867
2023 Q4	$8.84K	Hold	76	–	–	﹤0.01%	853
2023 Q3	$7.93K	Hold	76	–	–	﹤0.01%	803
2023 Q2	$8.35K	Hold	76	–	–	﹤0.01%	786
2023 Q1	$8.07K	Hold	76	–	–	﹤0.01%	786
2022 Q4	$8.01K	Sell	76 -597	-89%	-$62.6K	﹤0.01%	782
2022 Q3	$65K	Buy	+673	New	+$71.9K	0.02%	313

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hexagon Capital Partners's IWS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 76 shares — an estimated $9.57K sold.

Hexagon Capital Partners first reported a position in IWS in Q3 2022 and held it in 11 quarters. The position peaked at $65K in Q3 2022. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 76 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $9.57K.
Hexagon Capital Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares Russell Mid-Cap Value ETF position peaked at $65K in Q3 2022.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.