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

Hughes 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	$40.7K	Hold	247	–	–	0.01%	197
2026 Q1	$36K	Hold	247	–	–	0.01%	195
2025 Q4	$34.8K	Hold	247	–	–	0.01%	184
2025 Q3	$34.4K	Hold	247	–	–	0.01%	183
2025 Q2	$33K	Hold	247	–	–	0.01%	180
2025 Q1	$31.2K	Buy	+247	New	+$32.2K	0.01%	186

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

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

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Hughes Financial Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 247 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Hughes Financial Services first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Hughes Financial Services held 247 shares of iShares Russell Mid-Cap Value ETF worth $40.7K as of Q2 2026.
Hughes Financial Services 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 Hughes Financial Services's portfolio in Q2 2026, its #197 holding.
Hughes Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.