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Luts & Greenleigh Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Luts & Greenleigh Group’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 		$1.53M Sell
9,307
-5
-0.1% -$789 1.16% 20
2026
Q1 		$1.36M Buy
9,312
+446
+5% +$66.2K 1.07% 21
2025
Q4 		$1.25M Buy
8,866
+138
+2% +$19.3K 1.06% 24
2025
Q3 		$1.22M Sell
8,728
-131
-1% -$17.9K 1.09% 21
2025
Q2 		$1.17M Buy
8,859
+397
+5% +$49.8K 1.12% 21
2025
Q1 		$1.07M Sell
8,462
-83
-1% -$10.8K 1.06% 22
2024
Q4 		$1.11M Buy
8,545
+79
+0.9% +$10.6K 1.09% 20
2024
Q3 		$1.12M Buy
8,466
+133
+2% +$16.8K 1.08% 21
2024
Q2 		$1.01M Buy
+8,333
New +$1.01M 1.05% 20
2023
Q4 		$1.02M Sell
8,764
-1,800
-17% -$192K 1.28% 15
2023
Q3 		$1.1M Buy
10,564
+762
+8% +$84K 1.37% 15
2023
Q2 		$1.08M Buy
9,802
+715
+8% +$75.3K 1.33% 16
2023
Q1 		$965K Sell
9,087
-844
-8% -$92.1K 1.22% 16
2022
Q4 		$1.05M Buy
+9,931
New +$1.04M 1.33% 17

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

Luts & Greenleigh Group's IWS Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.05% in Q2 2026, selling an estimated $789 and leaving 9,307 shares worth $1.53M. The position accounts for 1.16% of the portfolio, ranked #20.

Luts & Greenleigh Group first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Luts & Greenleigh Group held 9,307 shares of iShares Russell Mid-Cap Value ETF worth $1.53M as of Q2 2026.
  • Luts & Greenleigh Group sold 5 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $789.
  • iShares Russell Mid-Cap Value ETF made up 1.16% of Luts & Greenleigh Group's portfolio in Q2 2026, its #20 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.