KMG Fiduciary Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

KMG Fiduciary Partners’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	$2.95M	Sell	17,912 -32,586	-65%	-$5.14M	0.27%	76
2026 Q1	$7.36M	Sell	50,498 -141	-0.3%	-$20.9K	0.54%	51
2025 Q4	$7.14M	Buy	50,639 +7	+0%	+$979	0.51%	55
2025 Q3	$7.07M	Buy	50,632 +296	+0.6%	+$40.5K	0.47%	55
2025 Q2	$6.65M	Buy	50,336 +2,462	+5%	+$309K	0.49%	56
2025 Q1	$6.03M	Buy	47,874 +4,126	+9%	+$537K	0.5%	56
2024 Q4	$5.66M	Buy	43,748 +1,716	+4%	+$230K	0.47%	57
2024 Q3	$5.56M	Buy	42,032 +18,209	+76%	+$2.3M	0.48%	57
2024 Q2	$2.88M	Buy	23,823 +5,094	+27%	+$619K	0.28%	82
2024 Q1	$2.35M	Sell	18,729 -1,297	-6%	-$153K	0.24%	90
2023 Q4	$2.33M	Sell	20,026 -1,217	-6%	-$130K	0.27%	93
2023 Q3	$2.22M	Sell	21,243 -1,117	-5%	-$123K	0.29%	85
2023 Q2	$2.46M	Sell	22,360 -5,369	-19%	-$566K	0.32%	81
2023 Q1	$2.94M	Sell	27,729 -920	-3%	-$100K	0.42%	63
2022 Q4	$3.02M	Sell	28,649 -2,163	-7%	-$227K	0.5%	61
2022 Q3	$2.96M	Sell	30,812 -13,653	-31%	-$1.46M	0.57%	52
2022 Q2	$4.52M	Sell	44,465 -2,542	-5%	-$284K	0.84%	34
2022 Q1	$5.62M	Sell	47,007 -4,482	-9%	-$528K	0.9%	30
2021 Q4	$6.3M	Sell	51,489 -3,806	-7%	-$454K	0.98%	28
2021 Q3	$6.26M	Sell	55,295 -3,643	-6%	-$422K	1.07%	24
2021 Q2	$6.78M	Buy	58,938 +1,197	+2%	+$137K	1.2%	22
2021 Q1	$6.31M	Buy	57,741 +5,336	+10%	+$556K	1.23%	23
2020 Q4	$5.05M	Sell	52,405 -726	-1%	-$65.5K	1.06%	26
2020 Q3	$4.29M	Sell	53,131 -5,010	-9%	-$406K	1.07%	27
2020 Q2	$4.45M	Sell	58,141 -7,697	-12%	-$560K	1.24%	24
2020 Q1	$4.22M	Sell	65,838 -1,626	-2%	-$139K	1.37%	24
2019 Q4	$6.39M	Buy	67,464 +1,702	+3%	+$155K	1.95%	17
2019 Q3	$5.9M	Buy	65,762 +636	+1%	+$56.3K	2%	17
2019 Q2	$5.8M	Buy	65,126 +1,848	+3%	+$162K	2.1%	18
2019 Q1	$5.5M	Buy	63,278 +1,980	+3%	+$167K	2.09%	17
2018 Q4	$4.68M	Buy	+61,298	New	+$5.13M	2.13%	18

Other funds holding IWS

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

PWCM

Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return

KMG Fiduciary Partners's IWS Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 65% in Q2 2026, selling an estimated $5.14M and leaving 17,912 shares worth $2.95M. The position accounts for 0.27% of the portfolio, ranked #76.

KMG Fiduciary Partners first reported a position in IWS in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.36M in Q1 2026. 168 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

KMG Fiduciary Partners held 17,912 shares of iShares Russell Mid-Cap Value ETF worth $2.95M as of Q2 2026.
KMG Fiduciary Partners sold 32,586 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.14M.
iShares Russell Mid-Cap Value ETF made up 0.27% of KMG Fiduciary Partners's portfolio in Q2 2026, its #76 holding.
KMG Fiduciary Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's iShares Russell Mid-Cap Value ETF position peaked at $7.36M in Q1 2026.
168 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.