Legacy Wealth Management (Idaho)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-591	Closed	-$86.1K	–	577
2026 Q1	$86.1K	Buy	591 +134	+29%	+$19.9K	0.04%	201
2025 Q4	$64.5K	Buy	457 +208	+84%	+$29.1K	0.03%	189
2025 Q3	$34.8K	Hold	249	–	–	0.02%	216
2025 Q2	$32.9K	Hold	249	–	–	0.02%	189
2025 Q1	$31.4K	Hold	249	–	–	0.02%	190
2024 Q4	$33.1K	Hold	249	–	–	0.02%	155
2024 Q3	$33.9K	Buy	+249	New	+$31.5K	0.02%	148

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 Wealth Management (Idaho)'s IWS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 591 shares — an estimated $86.1K sold.

Legacy Wealth Management (Idaho) first reported a position in IWS in Q3 2024 and held it in 7 quarters. The position peaked at $86.1K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 591 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $86.1K.
Legacy Wealth Management (Idaho) first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares Russell Mid-Cap Value ETF position peaked at $86.1K in Q1 2026.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.