Main Street Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Main Street 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	$823	Hold	5	–	–	﹤0.01%	766
2026 Q1	$729	Buy	+5	New	+$742	﹤0.01%	777
2025 Q4	–	Sell	-4	Closed	-$559	–	353
2025 Q3	$559	Hold	4	–	–	﹤0.01%	738
2025 Q2	$529	Hold	4	–	–	﹤0.01%	706
2025 Q1	$504	Hold	4	–	–	﹤0.01%	725
2024 Q4	$518	Hold	4	–	–	﹤0.01%	709
2024 Q3	$529	Hold	4	–	–	﹤0.01%	713
2024 Q2	$478	Hold	4	–	–	﹤0.01%	798
2024 Q1	$498	Hold	4	–	–	﹤0.01%	836
2023 Q4	$465	Buy	+4	New	+$426	﹤0.01%	1212

Other funds holding IWS

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

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Main Street Group's IWS Position: Q2 2026 in Review

Main Street Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 5 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Main Street Group first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Main Street Group held 5 shares of iShares Russell Mid-Cap Value ETF worth $823 as of Q2 2026.
Main Street Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #766 holding.
Main Street Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.