Lynx Investment Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Buy
+1,570
New +$248K 0.08% 197
2024
Q3
Sell
-44
Closed -$5.28K 448
2024
Q2
$5.28K Buy
+44
New +$5.35K ﹤0.01% 467

Other funds holding IWS

Lynx Investment Advisory's IWS Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,570 shares worth $258K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in IWS as recently as Q2 2024.

Lynx Investment Advisory first reported a position in IWS in Q2 2024 and has held it in 2 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Lynx Investment Advisory held 1,570 shares of iShares Russell Mid-Cap Value ETF worth $258K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Lynx Investment Advisory position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Lynx Investment Advisory's portfolio in Q2 2026, its #197 holding.
  • Lynx Investment Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.