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Koss-Olinger Consulting’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Koss-Olinger Consulting’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 		$305K Sell
1,852
-4,080
-69% -$644K 0.02% 129
2026
Q1 		$865K Sell
5,932
-2,035
-26% -$302K 0.07% 107
2025
Q4 		$1.12M Sell
7,967
-289
-4% -$40.4K 0.09% 86
2025
Q3 		$1.09M Hold
8,256
– – 0.09% 117
2025
Q2 		$1.09M Sell
8,256
-126
-2% -$15.8K 0.09% 117
2025
Q1 		$1.06M Buy
+8,382
New +$1.09M 0.09% 114
2024
Q4 		– Sell
-8,338
Closed -$1.1M – 240
2024
Q3 		$1.1M Sell
8,338
-465
-5% -$58.8K 0.1% 102
2024
Q2 		$1.06M Buy
+8,803
New +$1.07M 0.1% 99
2024
Q1 		– Sell
-9,552
Closed -$1.11M – 179
2023
Q4 		$1.11M Sell
9,552
-368
-4% -$39.2K 0.11% 92
2023
Q3 		$1.03M Sell
9,920
-17
-0.2% -$1.87K 0.15% 85
2023
Q2 		$1.09M Sell
9,937
-25
-0.3% -$2.63K 0.13% 88
2023
Q1 		$1.06M Sell
9,962
-2
-0% -$218 0.13% 86
2022
Q4 		$1.05M Buy
9,964
+2
+0% +$210 0.15% 82
2022
Q3 		$957K Sell
9,962
-230
-2% -$24.6K 0.16% 56
2022
Q2 		$1.03M Buy
10,192
+158
+2% +$17.7K 0.19% 47
2022
Q1 		$1.2M Sell
10,034
-510
-5% -$60K 0.19% 49
2021
Q4 		$1.29M Sell
10,544
-19
-0.2% -$2.27K 0.2% 38
2021
Q3 		$1.2M Sell
10,563
-34
-0.3% -$3.94K 0.19% 50
2021
Q2 		$1.22M Sell
10,597
-400
-4% -$45.9K 0.18% 65
2021
Q1 		$1.2M Buy
+10,997
New +$1.15M 0.2% 53

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Koss-Olinger Consulting's IWS Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 69% in Q2 2026, selling an estimated $644K and leaving 1,852 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #129.

Koss-Olinger Consulting first reported a position in IWS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Koss-Olinger Consulting held 1,852 shares of iShares Russell Mid-Cap Value ETF worth $305K as of Q2 2026.
  • Koss-Olinger Consulting sold 4,080 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $644K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #129 holding.
  • Koss-Olinger Consulting first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's iShares Russell Mid-Cap Value ETF position peaked at $1.29M in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.