Laurel Oak Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Laurel Oak Wealth Management’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	$2.36M	Buy	14,339 +161	+1%	+$25.4K	0.34%	57
2026 Q1	$2.07M	Sell	14,178 -712	-5%	-$106K	0.35%	57
2025 Q4	$2.1M	Buy	+14,890	New	+$2.08M	0.35%	53

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 19.28% 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

Laurel Oak Wealth Management's IWS Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 14,339 shares worth $2.36M. The position accounts for 0.34% of the portfolio, ranked #57.

Laurel Oak Wealth Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Laurel Oak Wealth Management held 14,339 shares of iShares Russell Mid-Cap Value ETF worth $2.36M as of Q2 2026.
Laurel Oak Wealth Management bought 161 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $25.4K.
iShares Russell Mid-Cap Value ETF made up 0.34% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #57 holding.
Laurel Oak Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.