Lord & Richards Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lord & Richards 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
2025 Q2	–	Sell	-1,205	Closed	-$152K	–	105
2025 Q1	$152K	Sell	1,205 -1,488	-55%	-$194K	0.17%	73
2024 Q4	$348K	Buy	+2,693	New	+$360K	0.74%	51

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lord & Richards Wealth Management's IWS Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 1,205 shares — an estimated $152K sold.

Lord & Richards Wealth Management first reported a position in IWS in Q4 2024 and held it in 2 quarters. The position peaked at $348K in Q4 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Lord & Richards Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 1,205 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $152K.
Lord & Richards Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
Lord & Richards Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $348K in Q4 2024.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.