Inspirion Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.74M | Sell |
53,012
-34
| -0.1% | -$5.37K | 1% | 21 |
|
|
2026
Q1 | $7.73M | Sell |
53,046
-943
| -2% | -$140K | 0.96% | 21 |
|
|
2025
Q4 | $7.62M | Sell |
53,989
-6,474
| -11% | -$905K | 0.93% | 21 |
|
|
2025
Q3 | $8M | Buy |
60,463
+650
| +1% | +$88.8K | 1.12% | 18 |
|
|
2025
Q2 | $7.9M | Sell |
59,813
-86
| -0.1% | -$10.8K | 1.05% | 19 |
|
|
2025
Q1 | $7.55M | Sell |
59,899
-111
| -0.2% | -$14.5K | 1.05% | 18 |
|
|
2024
Q4 | $7.78M | Sell |
60,010
-453
| -0.7% | -$60.6K | 1.09% | 18 |
|
|
2024
Q3 | $8M | Sell |
60,463
-521
| -0.9% | -$65.8K | 1.12% | 18 |
|
|
2024
Q2 | $7.36M | Buy |
60,984
+630
| +1% | +$76.6K | 1.13% | 17 |
|
|
2024
Q1 | $7.56M | Buy |
60,354
+1,506
| +3% | +$177K | 1.25% | 17 |
|
|
2023
Q4 | $6.83M | Buy |
58,848
+31
| +0.1% | +$3.3K | 1.23% | 17 |
|
|
2023
Q3 | $6.14M | Sell |
58,817
-451
| -0.8% | -$49.7K | 1.2% | 19 |
|
|
2023
Q2 | $6.51M | Sell |
59,268
-1,141
| -2% | -$120K | 1.25% | 16 |
|
|
2023
Q1 | $6.42M | Sell |
60,409
-551
| -0.9% | -$60.1K | 1.29% | 17 |
|
|
2022
Q4 | $6.42M | Buy |
60,960
+83
| +0.1% | +$8.71K | 1.36% | 17 |
|
|
2022
Q3 | $5.85M | Sell |
60,877
-460
| -0.7% | -$49.1K | 1.32% | 20 |
|
|
2022
Q2 | $6.23M | Buy |
61,337
+5,287
| +9% | +$591K | 1.37% | 19 |
|
|
2022
Q1 | $6.71M | Buy |
56,050
+2,432
| +5% | +$286K | 1.37% | 18 |
|
|
2021
Q4 | $6.56M | Buy |
53,618
+260
| +0.5% | +$31K | 1.38% | 17 |
|
|
2021
Q3 | $6.04M | Sell |
53,358
-512
| -1% | -$59.3K | 1.39% | 16 |
|
|
2021
Q2 | $6.19M | Buy |
53,870
+2,009
| +4% | +$230K | 1.53% | 16 |
|
|
2021
Q1 | $5.67M | Sell |
51,861
-2,760
| -5% | -$287K | 1.5% | 15 |
|
|
2020
Q4 | $5.3M | Buy |
54,621
+1,713
| +3% | +$154K | 1.49% | 14 |
|
|
2020
Q3 | $4.28M | Buy |
52,908
+8,671
| +20% | +$702K | 1.47% | 14 |
|
|
2020
Q2 | $3.38M | Sell |
44,237
-684
| -2% | -$49.8K | 1.33% | 16 |
|
|
2020
Q1 | $2.88M | Sell |
44,921
-536
| -1% | -$45.8K | 1.42% | 17 |
|
|
2019
Q4 | $4.31M | Sell |
45,457
-9
| -0% | -$822 | 1.45% | 15 |
|
|
2019
Q3 | $4.08M | Sell |
45,466
-4,059
| -8% | -$360K | 1.79% | 12 |
|
|
2019
Q2 | $4.41M | Sell |
49,525
-1,124
| -2% | -$98.7K | 1.91% | 12 |
|
|
2019
Q1 | $4.4M | Buy |
50,649
+2,343
| +5% | +$198K | 1.95% | 12 |
|
|
2018
Q4 | $3.69M | Sell |
48,306
-11,443
| -19% | -$957K | 1.84% | 12 |
|
|
2018
Q3 | $5.39M | Sell |
59,749
-3,871
| -6% | -$350K | 2.29% | 11 |
|
|
2018
Q2 | $5.63M | Buy |
63,620
+622
| +1% | +$54.7K | 2.65% | 10 |
|
|
2018
Q1 | $5.45M | Sell |
62,998
-118,323
| -65% | -$10.5M | 2.66% | 10 |
|
|
2017
Q4 | $16.2M | Buy |
181,321
+1,318
| +0.7% | +$115K | 7.85% | 4 |
|
|
2017
Q3 | $15.3M | Buy |
180,003
+7,482
| +4% | +$627K | 7.75% | 4 |
|
|
2017
Q2 | $14.5M | Buy |
172,521
+15,811
| +10% | +$1.32M | 7.87% | 4 |
|
|
2017
Q1 | $13M | Buy |
156,710
+22,517
| +17% | +$1.86M | 7.36% | 4 |
|
|
2016
Q4 | $10.8M | Buy |
134,193
+6,142
| +5% | +$479K | 6.84% | 4 |
|
|
2016
Q3 | $9.83M | Buy |
128,051
+5,322
| +4% | +$406K | 6.38% | 4 |
|
|
2016
Q2 | $9.12M | Buy |
122,729
+7,155
| +6% | +$519K | 5.96% | 4 |
|
|
2016
Q1 | $8.2M | Buy |
115,574
+11,642
| +11% | +$768K | 5.75% | 5 |
|
|
2015
Q4 | $7.14M | Sell |
103,932
-193
| -0.2% | -$13.6K | 5.24% | 5 |
|
|
2015
Q3 | $6.99M | Buy |
104,125
+10,511
| +11% | +$747K | 5.52% | 5 |
|
|
2015
Q2 | $6.91M | Buy |
93,614
+8,907
| +11% | +$671K | 5.11% | 5 |
|
|
2015
Q1 | $6.38M | Buy |
84,707
+29,608
| +54% | +$2.21M | 5.13% | 5 |
|
|
2014
Q4 | $4.06M | Buy |
+55,099
| New | +$3.96M | 3.77% | 7 |
|
Other funds holding IWS
FCBT
SGAM
SI
SW
CMA
LL
Inspirion Wealth Advisors's IWS Position: Q2 2026 in Review
Inspirion Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.06% in Q2 2026, selling an estimated $5.37K and leaving 53,012 shares worth $8.74M. The position accounts for 1% of the portfolio, ranked #21.
Inspirion Wealth Advisors first reported a position in IWS in Q4 2014 and has held it in 47 quarters since. The position peaked at $16.2M in Q4 2017. 434 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Inspirion Wealth Advisors held 53,012 shares of iShares Russell Mid-Cap Value ETF worth $8.74M as of Q2 2026.
- Inspirion Wealth Advisors sold 34 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.37K.
- iShares Russell Mid-Cap Value ETF made up 1% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #21 holding.
- Inspirion Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
- Inspirion Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $16.2M in Q4 2017.
- 434 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.