MGO One Seven’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MGO One Seven’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	$453K	Sell	2,752 -123	-4%	-$19.4K	0.01%	1019
2026 Q1	$419K	Sell	2,875 -145	-5%	-$21.5K	0.01%	982
2025 Q4	$426K	Buy	3,020 +439	+17%	+$61.4K	0.01%	954
2025 Q3	$360K	Sell	2,581 -47	-2%	-$6.42K	0.01%	946
2025 Q2	$347K	Buy	2,628 +31	+1%	+$3.89K	0.01%	876
2025 Q1	$327K	Buy	2,597 +4	+0.2%	+$521	0.01%	777
2024 Q4	$335K	Sell	2,593 -159	-6%	-$21.3K	0.01%	795
2024 Q3	$364K	Buy	2,752 +99	+4%	+$12.5K	0.02%	695
2024 Q2	$320K	Sell	2,653 -374	-12%	-$45.4K	0.02%	741
2024 Q1	$379K	Buy	3,027 +666	+28%	+$78.4K	0.02%	636
2023 Q4	$275K	Buy	+2,361	New	+$252K	0.02%	729
2022 Q1	–	Sell	-2,595	Closed	-$318K	–	700
2021 Q4	$318K	Buy	2,595 +340	+15%	+$40.6K	0.03%	480
2021 Q3	$269K	Buy	+2,255	New	+$261K	0.03%	482
2019 Q1	–	Sell	-501	Closed	-$38K	–	1026
2018 Q4	$38K	Buy	+501	New	+$41.9K	0.02%	713
2018 Q1	$43K	Hold	501	–	–	0.02%	644
2017 Q4	$45K	Buy	+501	New	+$43.5K	0.02%	638

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

MGO One Seven's IWS Position: Q2 2026 in Review

MGO One Seven reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.3% in Q2 2026, selling an estimated $19.4K and leaving 2,752 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1019.

MGO One Seven first reported a position in IWS in Q4 2017 and has held it in 16 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

MGO One Seven held 2,752 shares of iShares Russell Mid-Cap Value ETF worth $453K as of Q2 2026.
MGO One Seven sold 123 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $19.4K.
iShares Russell Mid-Cap Value ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1019 holding.
MGO One Seven first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 16 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.