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

LifeSteps Financial’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 		$82.2K Buy
+499
New +$78.7K 0.04% 167
2024
Q2 		– Sell
-303
Closed -$38K – 244
2024
Q1 		$38K Buy
+303
New +$35.7K 0.03% 175

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

LifeSteps Financial's IWS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 499 shares worth $82.2K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWS as recently as Q1 2024.

LifeSteps Financial first reported a position in IWS in Q1 2024 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • LifeSteps Financial held 499 shares of iShares Russell Mid-Cap Value ETF worth $82.2K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #167 holding.
  • LifeSteps Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.