May Barnhard Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

May Barnhard Investments’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	$5.84M	Sell	35,451 -466	-1%	-$73.5K	2.36%	15
2026 Q1	$5.23M	Sell	35,917 -1,262	-3%	-$187K	2.54%	14
2025 Q4	$5.24M	Sell	37,179 -2,588	-7%	-$362K	2.48%	15
2025 Q3	$5.55M	Sell	39,767 -3,144	-7%	-$430K	2.58%	12
2025 Q2	$5.67M	Sell	42,911 -178	-0.4%	-$22.3K	2.65%	9
2025 Q1	$5.43M	Sell	43,089 -2,596	-6%	-$338K	2.71%	11
2024 Q4	$5.91M	Sell	45,685 -40	-0.1%	-$5.35K	2.81%	11
2024 Q3	$6.05M	Buy	45,725 +160	+0.4%	+$20.2K	2.95%	11
2024 Q2	$5.5M	Sell	45,565 -8,106	-15%	-$985K	2.84%	12
2024 Q1	$6.73M	Sell	53,671 -6,583	-11%	-$775K	3.37%	8
2023 Q4	$7.01M	Buy	+60,254	New	+$6.42M	3.6%	8

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

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

FTS

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

May Barnhard Investments's IWS Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.3% in Q2 2026, selling an estimated $73.5K and leaving 35,451 shares worth $5.84M. The position accounts for 2.36% of the portfolio, ranked #15.

May Barnhard Investments first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.01M in Q4 2023. 223 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

May Barnhard Investments held 35,451 shares of iShares Russell Mid-Cap Value ETF worth $5.84M as of Q2 2026.
May Barnhard Investments sold 466 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $73.5K.
iShares Russell Mid-Cap Value ETF made up 2.36% of May Barnhard Investments's portfolio in Q2 2026, its #15 holding.
May Barnhard Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares Russell Mid-Cap Value ETF position peaked at $7.01M in Q4 2023.
223 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.