Intrepid Financial Planning Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Intrepid Financial Planning Group’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	$1.91M	Sell	11,581 -287	-2%	-$45.3K	0.65%	37
2026 Q1	$1.73M	Sell	11,868 -607	-5%	-$90.1K	0.7%	37
2025 Q4	$1.76M	Sell	12,475 -83	-0.7%	-$11.6K	0.67%	37
2025 Q3	$1.75M	Sell	12,558 -110	-0.9%	-$15K	0.67%	37
2025 Q2	$1.67M	Sell	12,668 -29	-0.2%	-$3.64K	0.7%	35
2025 Q1	$1.6M	Buy	12,697 +112	+0.9%	+$14.6K	0.74%	33
2024 Q4	$1.63M	Sell	12,585 -418	-3%	-$55.9K	0.69%	36
2024 Q3	$1.72M	Sell	13,003 -54	-0.4%	-$6.82K	0.74%	34
2024 Q2	$1.58M	Sell	13,057 -158	-1%	-$19.2K	0.68%	38
2024 Q1	$1.66M	Sell	13,215 -18	-0.1%	-$2.12K	0.72%	38
2023 Q4	$1.54M	Sell	13,233 -194	-1%	-$20.7K	0.74%	35
2023 Q3	$1.4M	Sell	13,427 -25	-0.2%	-$2.75K	0.73%	36
2023 Q2	$1.48M	Sell	13,452 -72	-0.5%	-$7.58K	0.71%	38
2023 Q1	$1.44M	Sell	13,524 -781	-5%	-$85.2K	0.72%	38
2022 Q4	$1.51M	Sell	14,305 -378	-3%	-$39.6K	0.82%	31
2022 Q3	$1.41M	Sell	14,683 -138	-0.9%	-$14.7K	0.8%	33
2022 Q2	$1.5M	Buy	+14,821	New	+$1.66M	0.83%	32

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

Intrepid Financial Planning Group's IWS Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q2 2026, selling an estimated $45.3K and leaving 11,581 shares worth $1.91M. The position accounts for 0.65% of the portfolio, ranked #37.

Intrepid Financial Planning Group first reported a position in IWS in Q2 2022 and has held it in 17 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Intrepid Financial Planning Group held 11,581 shares of iShares Russell Mid-Cap Value ETF worth $1.91M as of Q2 2026.
Intrepid Financial Planning Group sold 287 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $45.3K.
iShares Russell Mid-Cap Value ETF made up 0.65% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #37 holding.
Intrepid Financial Planning Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.