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Investment Research & Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Investment Research & 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 		$9.05K Buy
+55
New +$8.68K ﹤0.01% 240

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Investment Research & Advisory Group's IWS Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 55 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings.

432 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Investment Research & Advisory Group held 55 shares of iShares Russell Mid-Cap Value ETF worth $9.05K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Investment Research & Advisory Group position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #240 holding.
  • 432 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.