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Legacy Financial Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legacy Financial Strategies’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 		$341K Hold
2,070
– – 0.05% 111
2026
Q1 		$302K Hold
2,070
– – 0.05% 112
2025
Q4 		$292K Hold
2,070
– – 0.05% 110
2025
Q3 		$289K Hold
2,070
– – 0.05% 109
2025
Q2 		$274K Hold
2,070
– – 0.05% 104
2025
Q1 		$261K Hold
2,070
– – 0.06% 100
2024
Q4 		$267K Hold
2,070
– – 0.06% 97
2024
Q3 		$274K Hold
2,070
– – 0.06% 95
2024
Q2 		$249K Hold
2,070
– – 0.06% 84
2024
Q1 		$259K Hold
2,070
– – 0.07% 76
2023
Q4 		$241K Hold
2,070
– – 0.07% 71
2023
Q3 		$212K Hold
2,070
– – 0.07% 70
2023
Q2 		$227K Buy
+2,070
New +$218K 0.08% 70

Other funds holding IWS

Envestnet Portfolio Solutions
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Legacy Financial Strategies's IWS Position: Q2 2026 in Review

Legacy Financial Strategies held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,070 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #111.

Legacy Financial Strategies first reported a position in IWS in Q2 2023 and has held it in 13 quarters since. 272 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Legacy Financial Strategies held 2,070 shares of iShares Russell Mid-Cap Value ETF worth $341K as of Q2 2026.
  • Legacy Financial Strategies left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #111 holding.
  • Legacy Financial Strategies first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.