LWM Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LWM Advisors’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	$5.18M	Sell	31,446 -1,277	-4%	-$202K	3.86%	8
2026 Q1	$4.77M	Sell	32,723 -1,431	-4%	-$212K	4.14%	8
2025 Q4	$4.82M	Buy	34,154 +997	+3%	+$139K	4.24%	8
2025 Q3	$4.63M	Buy	33,157 +1,031	+3%	+$141K	4.16%	8
2025 Q2	$4.25M	Sell	32,126 -11	-0%	-$1.38K	4.08%	9
2025 Q1	$4.05M	Buy	32,137 +180	+0.6%	+$23.4K	4.16%	9
2024 Q4	$4.13M	Buy	+31,957	New	+$4.28M	4.15%	8

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LWM Advisors's IWS Position: Q2 2026 in Review

LWM Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.9% in Q2 2026, selling an estimated $202K and leaving 31,446 shares worth $5.18M. The position accounts for 3.86% of the portfolio, ranked #8.

LWM Advisors first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

LWM Advisors held 31,446 shares of iShares Russell Mid-Cap Value ETF worth $5.18M as of Q2 2026.
LWM Advisors sold 1,277 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $202K.
iShares Russell Mid-Cap Value ETF made up 3.86% of LWM Advisors's portfolio in Q2 2026, its #8 holding.
LWM Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.