LongView Wealth Management
IWS icon

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
Q3 		$336K Sell
2,092
-1,582
-43% -$265K 0.08% 168
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LongView Wealth Management's IWS Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 43% in Q3 2026, selling an estimated $265K and leaving 2,092 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #168.

LongView Wealth Management first reported a position in IWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $605K in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • LongView Wealth Management held 2,092 shares of iShares Russell Mid-Cap Value ETF worth $336K as of Q3 2026.
  • LongView Wealth Management sold 1,582 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $265K.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #168 holding.
  • LongView Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $605K in Q2 2026.
  • 317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.