LaFleur & Godfrey’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LaFleur & Godfrey’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	–	Sell	-1,398	Closed	-$204K	–	151
2026 Q1	$204K	Buy	+1,398	New	+$208K	0.03%	140
2025 Q4	–	Sell	-1,460	Closed	-$204K	–	148
2025 Q3	$204K	Sell	1,460 -100	-6%	-$13.7K	0.02%	141
2025 Q2	$206K	Buy	+1,560	New	+$196K	0.03%	144
2025 Q1	–	Sell	-1,590	Closed	-$206K	–	149
2024 Q4	$206K	Hold	1,590	–	–	0.03%	147
2024 Q3	$210K	Buy	+1,590	New	+$201K	0.03%	140

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

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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

LaFleur & Godfrey's IWS Position: Q2 2026 in Review

LaFleur & Godfrey sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,398 shares — an estimated $204K sold.

LaFleur & Godfrey first reported a position in IWS in Q3 2024 and held it in 5 quarters. The position peaked at $210K in Q3 2024. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

LaFleur & Godfrey reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
LaFleur & Godfrey sold 1,398 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $204K.
LaFleur & Godfrey first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and held it in 5 quarters.
LaFleur & Godfrey's iShares Russell Mid-Cap Value ETF position peaked at $210K in Q3 2024.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.