LongView Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LongView Wealth Management’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	$605K	Buy	3,674 +156	+4%	+$24.6K	0.16%	117
2026 Q1	$541K	Buy	3,518 +406	+13%	+$60.3K	0.14%	130
2025 Q4	$457K	Buy	3,112 +87	+3%	+$12.2K	0.11%	151
2025 Q3	$423K	Buy	+3,025	New	+$413K	0.11%	136

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

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

LongView Wealth Management's IWS Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.4% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,674 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #117.

LongView Wealth Management first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

LongView Wealth Management held 3,674 shares of iShares Russell Mid-Cap Value ETF worth $605K as of Q2 2026.
LongView Wealth Management bought 156 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $24.6K.
iShares Russell Mid-Cap Value ETF made up 0.16% of LongView Wealth Management's portfolio in Q2 2026, its #117 holding.
LongView Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.