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

Inlight 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	$8.87M	Sell	53,876 -227	-0.4%	-$35.8K	2.82%	13
2026 Q1	$7.88M	Sell	54,103 -734	-1%	-$109K	2.92%	12
2025 Q4	$7.73M	Sell	54,837 -393	-0.7%	-$54.9K	2.83%	10
2025 Q3	$7.71M	Sell	55,230 -114	-0.2%	-$15.6K	3.62%	9
2025 Q2	$7.31M	Buy	55,344 +96	+0.2%	+$12K	3.79%	9
2025 Q1	$6.96M	Sell	55,248 -300	-0.5%	-$39.1K	4.31%	8
2024 Q4	$7.18M	Buy	+55,548	New	+$7.44M	4.73%	7

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

Inlight Wealth Management's IWS Position: Q2 2026 in Review

Inlight Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.42% in Q2 2026, selling an estimated $35.8K and leaving 53,876 shares worth $8.87M. The position accounts for 2.82% of the portfolio, ranked #13.

Inlight Wealth Management first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Inlight Wealth Management held 53,876 shares of iShares Russell Mid-Cap Value ETF worth $8.87M as of Q2 2026.
Inlight Wealth Management sold 227 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $35.8K.
iShares Russell Mid-Cap Value ETF made up 2.82% of Inlight Wealth Management's portfolio in Q2 2026, its #13 holding.
Inlight Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.