MFG
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Magnus Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Magnus Financial 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 		$340K Sell
2,067
-566
-21% -$89.3K 0.02% 289
2026
Q1 		$384K Buy
2,633
+44
+2% +$6.53K 0.03% 260
2025
Q4 		$365K Buy
2,589
+77
+3% +$10.8K 0.03% 305
2025
Q3 		$351K Sell
2,512
-6
-0.2% -$820 0.03% 298
2025
Q2 		$333K Buy
2,518
+4
+0.2% +$502 0.03% 286
2025
Q1 		$317K Sell
2,514
-96
-4% -$12.5K 0.03% 278
2024
Q4 		$338K Buy
2,610
+5
+0.2% +$669 0.03% 259
2024
Q3 		$345K Buy
2,605
+5
+0.2% +$632 0.04% 253
2024
Q2 		$314K Buy
2,600
+3
+0.1% +$365 0.04% 248
2024
Q1 		$325K Buy
2,597
+3
+0.1% +$353 0.04% 235
2023
Q4 		$302K Sell
2,594
-35
-1% -$3.73K 0.04% 221
2023
Q3 		$274K Hold
2,629
– – 0.04% 218
2023
Q2 		$289K Buy
2,629
+3
+0.1% +$316 0.04% 219
2023
Q1 		$279K Buy
2,626
+211
+9% +$23K 0.04% 228
2022
Q4 		$254K Buy
2,415
+10
+0.4% +$1.05K 0.04% 222
2022
Q3 		$231K Hold
2,405
– – 0.04% 219
2022
Q2 		$244K Buy
2,405
+203
+9% +$22.7K 0.04% 235
2022
Q1 		$263K Buy
+2,202
New +$259K 0.04% 239

Other funds holding IWS

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Magnus Financial Group's IWS Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 21% in Q2 2026, selling an estimated $89.3K and leaving 2,067 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #289.

Magnus Financial Group first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. The position peaked at $384K in Q1 2026. 331 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Magnus Financial Group held 2,067 shares of iShares Russell Mid-Cap Value ETF worth $340K as of Q2 2026.
  • Magnus Financial Group sold 566 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $89.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #289 holding.
  • Magnus Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Magnus Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $384K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.