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

Legacy Wealth Partners (Colorado)’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	$456K	Buy	2,771 +63	+2%	+$9.94K	0.1%	115
2026 Q1	$395K	Buy	2,708 +252	+10%	+$37.4K	0.1%	110
2025 Q4	$346K	Buy	+2,456	New	+$343K	0.09%	126

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 19.34% 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 Partners (Colorado)'s IWS Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.3% in Q2 2026, buying an estimated $9.94K and bringing the position to 2,771 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #115.

Legacy Wealth Partners (Colorado) first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Legacy Wealth Partners (Colorado) held 2,771 shares of iShares Russell Mid-Cap Value ETF worth $456K as of Q2 2026.
Legacy Wealth Partners (Colorado) bought 63 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $9.94K.
iShares Russell Mid-Cap Value ETF made up 0.1% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #115 holding.
Legacy Wealth Partners (Colorado) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.