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

MilWealth 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	$14.5K	Hold	88	–	–	﹤0.01%	62
2026 Q1	$12.8K	Hold	88	–	–	﹤0.01%	61
2025 Q4	$12.4K	Hold	88	–	–	﹤0.01%	61
2025 Q3	$12.3K	Sell	88 -22	-20%	-$3.01K	﹤0.01%	59
2025 Q2	$14.5K	Hold	110	–	–	﹤0.01%	57
2025 Q1	$13.9K	Hold	110	–	–	﹤0.01%	57
2024 Q4	$14.2K	Hold	110	–	–	﹤0.01%	77
2024 Q3	$14.5K	Hold	110	–	–	﹤0.01%	56
2024 Q2	$13.3K	Hold	110	–	–	﹤0.01%	54
2024 Q1	$13.8K	Hold	110	–	–	﹤0.01%	56
2023 Q4	$12.8K	Hold	110	–	–	﹤0.01%	55
2023 Q3	$11.5K	Hold	110	–	–	﹤0.01%	54
2023 Q2	$12.1K	Hold	110	–	–	﹤0.01%	50
2023 Q1	$11.7K	Hold	110	–	–	﹤0.01%	52
2022 Q4	$11.6K	Hold	110	–	–	﹤0.01%	49
2022 Q3	$10.6K	Hold	110	–	–	﹤0.01%	51
2022 Q2	$11.2K	Hold	110	–	–	﹤0.01%	58
2022 Q1	$13.2K	Hold	110	–	–	0.01%	64
2021 Q4	$13.5K	Hold	110	–	–	0.01%	73
2021 Q3	$12.5K	Hold	110	–	–	﹤0.01%	74
2021 Q2	$12.6K	Hold	110	–	–	0.01%	49
2021 Q1	$12K	Hold	110	–	–	0.01%	51
2020 Q4	$10.7K	Hold	110	–	–	0.01%	42
2020 Q3	$8.89K	Hold	110	–	–	﹤0.01%	41
2020 Q2	$8.42K	Hold	110	–	–	0.01%	47
2020 Q1	$7.05K	Hold	110	–	–	0.01%	47
2019 Q4	$10.4K	Hold	110	–	–	0.01%	52
2019 Q3	$9.87K	Sell	110 -90	-45%	-$7.97K	0.01%	50
2019 Q2	$17.8K	Hold	200	–	–	0.02%	41
2019 Q1	$17.4K	Hold	200	–	–	0.02%	43
2018 Q4	$15.3K	Buy	+200	New	+$16.7K	0.01%	47

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

MilWealth Group's IWS Position: Q2 2026 in Review

MilWealth Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 88 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #62.

MilWealth Group first reported a position in IWS in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.8K in Q2 2019. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

MilWealth Group held 88 shares of iShares Russell Mid-Cap Value ETF worth $14.5K as of Q2 2026.
MilWealth 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 MilWealth Group's portfolio in Q2 2026, its #62 holding.
MilWealth Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's iShares Russell Mid-Cap Value ETF position peaked at $17.8K in Q2 2019.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.