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

Institute for 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	$166K	Buy	+1,010	New	+$159K	0.01%	561
2020 Q1	–	Sell	-21	Closed	-$2K	–	544
2019 Q4	$2K	Buy	+21	New	+$1.92K	﹤0.01%	662

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 19.28% 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

Institute for Wealth Management's IWS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,010 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IWS as recently as Q4 2019.

Institute for Wealth Management first reported a position in IWS in Q4 2019 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Institute for Wealth Management held 1,010 shares of iShares Russell Mid-Cap Value ETF worth $166K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #561 holding.
Institute for Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 2 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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