LL
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LPWM LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LPWM LLC’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 		$35.6M Sell
216,410
-10,281
-5% -$1.62M 7.9% 3
2026
Q1 		$33M Sell
226,691
-4,870
-2% -$723K 8.34% 3
2025
Q4 		$32.7M Buy
231,561
+6,253
+3% +$874K 8.24% 3
2025
Q3 		$31.5M Buy
225,308
+3,640
+2% +$498K 8.4% 3
2025
Q2 		$29.3M Buy
221,668
+9,694
+5% +$1.22M 8.54% 3
2025
Q1 		$26.7M Buy
211,974
+9,275
+5% +$1.21M 8.6% 3
2024
Q4 		$26.2M Sell
202,699
-1,609
-0.8% -$215K 8.42% 3
2024
Q3 		$26.7M Buy
204,308
+4,551
+2% +$575K 8.73% 3
2024
Q2 		$23.9M Buy
199,757
+2,819
+1% +$343K 8.27% 3
2024
Q1 		$24M Buy
196,938
+4,013
+2% +$473K 8.82% 3
2023
Q4 		$22.1M Buy
192,925
+6,852
+4% +$730K 8.72% 3
2023
Q3 		$19.1M Sell
186,073
-1,976
-1% -$218K 8.6% 3
2023
Q2 		$20.8M Buy
188,049
+11,598
+7% +$1.22M 9.17% 3
2023
Q1 		$18.7M Buy
176,451
+3,620
+2% +$395K 9.01% 3
2022
Q4 		$18.9M Buy
172,831
+3,441
+2% +$361K 10.16% 3
2022
Q3 		$16.3M Sell
169,390
-269
-0.2% -$28.7K 9.7% 3
2022
Q2 		$17.6M Buy
169,659
+18,649
+12% +$2.09M 9.79% 3
2022
Q1 		$17.9M Sell
151,010
-7,986
-5% -$940K 8.91% 3
2021
Q4 		$19.5M Buy
158,996
+7,762
+5% +$927K 10.32% 3
2021
Q3 		$17.4M Buy
151,234
+4,335
+3% +$502K 10.33% 3
2021
Q2 		$17M Buy
146,899
+4,107
+3% +$471K 10.22% 3
2021
Q1 		$15.8M Buy
142,792
+5,563
+4% +$579K 10.61% 3
2020
Q4 		$13.3M Sell
137,229
-8,763
-6% -$790K 9.93% 3
2020
Q3 		$11.9M Buy
145,992
+2,786
+2% +$226K 9.65% 3
2020
Q2 		$11M Sell
143,206
-5,657
-4% -$412K 10% 3
2020
Q1 		$9.54M Buy
148,863
+26,357
+22% +$2.25M 10.39% 3
2019
Q4 		$11.6M Buy
+122,506
New +$11.2M 10.73% 4

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPWM LLC's IWS Position: Q2 2026 in Review

LPWM LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.5% in Q2 2026, selling an estimated $1.62M and leaving 216,410 shares worth $35.6M. The position accounts for 7.9% of the portfolio, ranked #3.

LPWM LLC first reported a position in IWS in Q4 2019 and has held it in 27 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • LPWM LLC held 216,410 shares of iShares Russell Mid-Cap Value ETF worth $35.6M as of Q2 2026.
  • LPWM LLC sold 10,281 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.62M.
  • iShares Russell Mid-Cap Value ETF made up 7.9% of LPWM LLC's portfolio in Q2 2026, its #3 holding.
  • LPWM LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.