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	$9.18M	Sell	55,797 -601	-1%	-$94.8K	0.84%	31
2026 Q1	$8.22M	Sell	56,398 -1,159	-2%	-$172K	0.86%	30
2025 Q4	$8.12M	Sell	57,557 -241	-0.4%	-$33.7K	0.89%	29
2025 Q3	$8.07M	Sell	57,798 -445	-0.8%	-$60.8K	0.95%	28
2025 Q2	$7.7M	Sell	58,243 -82,676	-59%	-$10.4M	1.03%	28
2025 Q1	$17.8M	Buy	140,919 +2,861	+2%	+$373K	2.77%	9
2024 Q4	$17.8M	Sell	138,058 -3,909	-3%	-$523K	2.83%	11
2024 Q3	$18.8M	Buy	141,967 +11,235	+9%	+$1.42M	3%	8
2024 Q2	$15.8M	Buy	130,732 +4,484	+4%	+$545K	2.91%	9
2024 Q1	$15.8M	Buy	126,248 +1,292	+1%	+$152K	3.3%	7
2023 Q4	$14.5M	Buy	+124,956	New	+$13.3M	3.33%	8

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

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

Legacy Edge Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q2 2026, selling an estimated $94.8K and leaving 55,797 shares worth $9.18M. The position accounts for 0.84% of the portfolio, ranked #31.

Legacy Edge Advisors first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q3 2024. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Legacy Edge Advisors held 55,797 shares of iShares Russell Mid-Cap Value ETF worth $9.18M as of Q2 2026.
Legacy Edge Advisors sold 601 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $94.8K.
iShares Russell Mid-Cap Value ETF made up 0.84% of Legacy Edge Advisors's portfolio in Q2 2026, its #31 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Russell Mid-Cap Value ETF position peaked at $18.8M in Q3 2024.
1,049 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.