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Lawood & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lawood & Co’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
Q3 		$261K Sell
1,622
-18
-1% -$3.02K 0.18% 84
2026
Q2 		$270K Sell
1,640
-32
-2% -$5.05K 0.18% 85
2026
Q1 		$244K Sell
1,672
-82
-5% -$12.2K 0.23% 83
2025
Q4 		$247K Buy
+1,754
New +$245K 0.23% 83

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Lawood & Co's IWS Position: Q3 2026 in Review

Lawood & Co reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q3 2026, selling an estimated $3.02K and leaving 1,622 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #84.

Lawood & Co first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $270K in Q2 2026. 66 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Lawood & Co held 1,622 shares of iShares Russell Mid-Cap Value ETF worth $261K as of Q3 2026.
  • Lawood & Co sold 18 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $3.02K.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Lawood & Co's portfolio in Q3 2026, its #84 holding.
  • Lawood & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Russell Mid-Cap Value ETF position peaked at $270K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.