LMG Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LMG Wealth Partners’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 Q3	$2.76M	Hold	17,142	–	–	0.44%	71
2026 Q2	$2.82M	Hold	17,142	–	–	0.45%	67
2026 Q1	$2.5M	Hold	17,142	–	–	0.46%	64
2025 Q4	$2.42M	Sell	17,142 -1,169	-6%	-$163K	0.45%	64
2025 Q3	$2.56M	Buy	+18,311	New	+$2.5M	0.48%	61

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

LMG Wealth Partners's IWS Position: Q3 2026 in Review

LMG Wealth Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 17,142 shares worth $2.76M. The position accounts for 0.44% of the portfolio, ranked #71.

LMG Wealth Partners first reported a position in IWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2026. 635 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

LMG Wealth Partners held 17,142 shares of iShares Russell Mid-Cap Value ETF worth $2.76M as of Q3 2026.
LMG Wealth Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.44% of LMG Wealth Partners's portfolio in Q3 2026, its #71 holding.
LMG Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
LMG Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $2.82M in Q2 2026.
635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.