Insigneo Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Insigneo Advisory 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	$723K	Buy	4,391 +2,981	+211%	+$470K	0.03%	385
2026 Q1	$205K	Buy	+1,410	New	+$209K	0.01%	642

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

Insigneo Advisory Services's IWS Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 211% in Q2 2026, buying an estimated $470K and bringing the position to 4,391 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #385.

Insigneo Advisory Services first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Insigneo Advisory Services held 4,391 shares of iShares Russell Mid-Cap Value ETF worth $723K as of Q2 2026.
Insigneo Advisory Services bought 2,981 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $470K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #385 holding.
Insigneo Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.