Medallion Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-416	Closed	-$60.6K	–	1267
2026 Q1	$60.6K	Hold	416	–	–	0.02%	439
2025 Q4	$58.7K	Hold	416	–	–	0.02%	446
2025 Q3	$58.1K	Hold	416	–	–	0.02%	446
2025 Q2	$55K	Hold	416	–	–	0.02%	448
2025 Q1	$52.4K	Hold	416	–	–	0.02%	422
2024 Q4	$52.4K	Buy	+416	New	+$55.7K	0.03%	397

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

Medallion Wealth Advisors's IWS Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 416 shares — an estimated $60.6K sold.

Medallion Wealth Advisors first reported a position in IWS in Q4 2024 and held it in 6 quarters. The position peaked at $60.6K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 416 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $60.6K.
Medallion Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $60.6K in Q1 2026.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.