LifeWealth Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LifeWealth Investments’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	$12.7M	Buy	77,276 +382	+0.5%	+$60.3K	3.4%	6
2026 Q1	$11.2M	Buy	76,894 +10,337	+16%	+$1.53M	3.34%	6
2025 Q4	$9.39M	Sell	66,557 -55,882	-46%	-$7.81M	2.97%	8
2025 Q3	$17.1M	Buy	122,439 +9,219	+8%	+$1.26M	2.61%	10
2025 Q2	$15M	Buy	113,220 +40,593	+56%	+$5.09M	2.56%	9
2025 Q1	$9.15M	Buy	72,627 +52,237	+256%	+$6.8M	2.02%	12
2024 Q4	$2.64M	Buy	+20,390	New	+$2.73M	1.75%	16

Other funds holding IWS

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

LifeWealth Investments's IWS Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.5% in Q2 2026, buying an estimated $60.3K and bringing the position to 77,276 shares worth $12.7M. The position accounts for 3.4% of the portfolio, ranked #6.

LifeWealth Investments first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1M in Q3 2025. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

LifeWealth Investments held 77,276 shares of iShares Russell Mid-Cap Value ETF worth $12.7M as of Q2 2026.
LifeWealth Investments bought 382 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $60.3K.
iShares Russell Mid-Cap Value ETF made up 3.4% of LifeWealth Investments's portfolio in Q2 2026, its #6 holding.
LifeWealth Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's iShares Russell Mid-Cap Value ETF position peaked at $17.1M in Q3 2025.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.