Investmark Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Investmark Advisory 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	$325K	Buy	1,976 +115	+6%	+$18.1K	0.12%	110
2026 Q1	$271K	Buy	1,861 +221	+13%	+$32.8K	0.12%	112
2025 Q4	$231K	Buy	1,640 +1	+0.1%	+$140	0.1%	125
2025 Q3	$229K	Buy	+1,639	New	+$224K	0.1%	124
2023 Q1	–	Sell	-10,542	Closed	-$1.11M	–	109
2022 Q4	$1.11M	Buy	+10,542	New	+$1.11M	0.82%	32
2022 Q1	–	Sell	-1,216	Closed	-$148K	–	235
2021 Q4	$148K	Buy	+1,216	New	+$145K	0.14%	104

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

Investmark Advisory Group's IWS Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 1,976 shares worth $325K. The position accounts for 0.12% of the portfolio, ranked #110.

Investmark Advisory Group first reported a position in IWS in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2022. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Investmark Advisory Group held 1,976 shares of iShares Russell Mid-Cap Value ETF worth $325K as of Q2 2026.
Investmark Advisory Group bought 115 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.1K.
iShares Russell Mid-Cap Value ETF made up 0.12% of Investmark Advisory Group's portfolio in Q2 2026, its #110 holding.
Investmark Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
Investmark Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $1.11M in Q4 2022.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.