Madison Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Madison Wealth Partners’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	$318K	Sell	1,930 -39	-2%	-$6.15K	0.04%	201
2026 Q1	$287K	Buy	1,969 +135	+7%	+$20K	0.05%	165
2025 Q4	$259K	Buy	1,834 +35	+2%	+$4.89K	0.05%	162
2025 Q3	$251K	Hold	1,799	–	–	0.05%	146
2025 Q2	$238K	Sell	1,799 -19	-1%	-$2.38K	0.05%	148
2025 Q1	$229K	Sell	1,818 -3	-0.2%	-$391	0.06%	139
2024 Q4	$236K	Hold	1,821	–	–	0.07%	135
2024 Q3	$241K	Hold	1,821	–	–	0.07%	134
2024 Q2	$220K	Buy	1,821 +21	+1%	+$2.55K	0.08%	121
2024 Q1	$226K	Hold	1,800	–	–	0.08%	114
2023 Q4	$209K	Buy	+1,800	New	+$192K	0.08%	112
2022 Q2	–	Sell	-1,800	Closed	-$215K	–	85
2022 Q1	$215K	Hold	1,800	–	–	0.12%	73
2021 Q4	$220K	Buy	+1,800	New	+$215K	0.11%	70

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

Madison Wealth Partners's IWS Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q2 2026, selling an estimated $6.15K and leaving 1,930 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #201.

Madison Wealth Partners first reported a position in IWS in Q4 2021 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Madison Wealth Partners held 1,930 shares of iShares Russell Mid-Cap Value ETF worth $318K as of Q2 2026.
Madison Wealth Partners sold 39 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.15K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #201 holding.
Madison Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.