HHM Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

HHM Wealth 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	$12.8K	Hold	78	–	–	﹤0.01%	592
2026 Q1	$11.4K	Hold	78	–	–	﹤0.01%	620
2025 Q4	$11K	Hold	78	–	–	﹤0.01%	601
2025 Q3	$10.9K	Sell	78 -415	-84%	-$56.7K	﹤0.01%	625
2025 Q2	$65.1K	Buy	493 +415	+532%	+$52.1K	0.01%	332
2025 Q1	$9.83K	Hold	78	–	–	﹤0.01%	594
2024 Q4	$10.1K	Hold	78	–	–	﹤0.01%	590
2024 Q3	$10.3K	Hold	78	–	–	﹤0.01%	555
2024 Q2	$9.42K	Buy	+78	New	+$9.48K	﹤0.01%	553

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

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

HHM Wealth Advisors's IWS Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 78 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

HHM Wealth Advisors first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. The position peaked at $65.1K in Q2 2025. 366 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

HHM Wealth Advisors held 78 shares of iShares Russell Mid-Cap Value ETF worth $12.8K as of Q2 2026.
HHM Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #592 holding.
HHM Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $65.1K in Q2 2025.
366 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.