Independent Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Independent Financial Group’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	$368K	Buy	+2,235	New	+$353K	0.01%	1130

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

Independent Financial Group's IWS Position: Q2 2026 in Review

Independent Financial Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 2,235 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #1130 among its holdings.

1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Independent Financial Group held 2,235 shares of iShares Russell Mid-Cap Value ETF worth $368K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Independent Financial Group position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1130 holding.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.