Legacy Edge Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legacy Edge Advisors’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	$7.7M	Buy	58,243 +1,845	+3%	+$291K	1.03%	28
2026 Q1	$8.22M	Sell	56,398 -1,159	-2%	-$172K	0.86%	30
2025 Q4	$8.12M	Buy	+57,557	New	+$8.05M	0.89%	29

Other funds holding IWS

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Legacy Edge Advisors's IWS Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.3% in Q2 2026, buying an estimated $291K and bringing the position to 58,243 shares worth $7.7M. The position accounts for 1.03% of the portfolio, ranked #28.

Legacy Edge Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.22M in Q1 2026. 744 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Legacy Edge Advisors held 58,243 shares of iShares Russell Mid-Cap Value ETF worth $7.7M as of Q2 2026.
Legacy Edge Advisors bought 1,845 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $291K.
iShares Russell Mid-Cap Value ETF made up 1.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #28 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Edge Advisors's iShares Russell Mid-Cap Value ETF position peaked at $8.22M in Q1 2026.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.