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

IBEX 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	$280K	Buy	1,703 +5	+0.3%	+$789	0.02%	189
2026 Q1	$247K	Buy	+1,698	New	+$252K	0.02%	195
2025 Q4	–	Sell	-1,685	Closed	-$235K	–	161
2025 Q3	$235K	Buy	1,685 +7	+0.4%	+$957	0.02%	190
2025 Q2	$222K	Buy	+1,678	New	+$210K	0.02%	184
2025 Q1	–	Sell	-1,666	Closed	-$215K	–	170
2024 Q4	$215K	Buy	+1,666	New	+$223K	0.03%	196

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

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

IBEX Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.29% in Q2 2026, buying an estimated $789 and bringing the position to 1,703 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #189.

IBEX Wealth Advisors first reported a position in IWS in Q4 2024 and has held it in 5 quarters since. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

IBEX Wealth Advisors held 1,703 shares of iShares Russell Mid-Cap Value ETF worth $280K as of Q2 2026.
IBEX Wealth Advisors bought 5 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $789.
iShares Russell Mid-Cap Value ETF made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #189 holding.
IBEX Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.