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Independent Solutions Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Independent Solutions Wealth Management’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 		$224K Buy
+1,358
New +$214K 0.03% 187

Other funds holding IWS

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Solutions Wealth Management's IWS Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,358 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

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

  • Independent Solutions Wealth Management held 1,358 shares of iShares Russell Mid-Cap Value ETF worth $224K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Independent Solutions Wealth Management position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #187 holding.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.