Mission Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mission Wealth Management’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	$670K	Buy	4,072 +1,619	+66%	+$255K	0.01%	591
2026 Q1	$357K	Sell	2,453 -1,005	-29%	-$149K	0.01%	573
2025 Q4	$488K	Buy	3,458 +1,046	+43%	+$146K	0.01%	496
2025 Q3	$337K	Buy	2,412 +105	+5%	+$14.4K	0.01%	577
2025 Q2	$305K	Sell	2,307 -19	-0.8%	-$2.38K	0.01%	577
2025 Q1	$293K	Buy	2,326 +235	+11%	+$30.6K	0.01%	559
2024 Q4	$270K	Sell	2,091 -27	-1%	-$3.61K	0.01%	564
2024 Q3	$280K	Buy	2,118 +1	+0%	+$126	0.01%	558
2024 Q2	$256K	Sell	2,117 -11	-0.5%	-$1.34K	0.01%	562
2024 Q1	$267K	Buy	2,128 +25	+1%	+$2.94K	0.01%	577
2023 Q4	$245K	Buy	2,103 +9	+0.4%	+$959	0.01%	515
2023 Q3	$218K	Sell	2,094 -894	-30%	-$98.5K	0.01%	505
2023 Q2	$328K	Buy	2,988 +51	+2%	+$5.37K	0.01%	438
2023 Q1	$312K	Buy	2,937 +3	+0.1%	+$327	0.01%	438
2022 Q4	$309K	Sell	2,934 -445	-13%	-$46.7K	0.01%	416
2022 Q3	$325K	Buy	3,379 +237	+8%	+$25.3K	0.02%	377
2022 Q2	$319K	Buy	3,142 +158	+5%	+$17.7K	0.02%	382
2022 Q1	$357K	Hold	2,984	–	–	0.02%	377
2021 Q4	$365K	Buy	2,984 +88	+3%	+$10.5K	0.02%	383
2021 Q3	$328K	Sell	2,896 -240	-8%	-$27.8K	0.02%	391
2021 Q2	$361K	Buy	3,136 +93	+3%	+$10.7K	0.02%	352
2021 Q1	$333K	Sell	3,043 -49	-2%	-$5.1K	0.02%	342
2020 Q4	$300K	Buy	3,092 +477	+18%	+$43K	0.02%	337
2020 Q3	$211K	Sell	2,615 -416	-14%	-$33.7K	0.02%	337
2020 Q2	$232K	Buy	+3,031	New	+$221K	0.02%	295
2020 Q1	–	Sell	-6,629	Closed	-$628K	–	328
2019 Q4	$628K	Buy	6,629 +403	+6%	+$36.8K	0.06%	156
2019 Q3	$558K	Buy	6,226 +1,007	+19%	+$89.2K	0.06%	160
2019 Q2	$465K	Buy	5,219 +1,362	+35%	+$120K	0.05%	176
2019 Q1	$335K	Buy	3,857 +121	+3%	+$10.2K	0.04%	212
2018 Q4	$285K	Sell	3,736 -1,674	-31%	-$140K	0.04%	208
2018 Q3	$488K	Buy	5,410 +1,095	+25%	+$99.1K	0.06%	158
2018 Q2	$382K	Buy	+4,315	New	+$379K	0.06%	167
2017 Q1	–	Sell	-3,167	Closed	-$255K	–	206
2016 Q4	$255K	Buy	+3,167	New	+$247K	0.05%	143

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

Mission Wealth Management's IWS Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 66% in Q2 2026, buying an estimated $255K and bringing the position to 4,072 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #591.

Mission Wealth Management first reported a position in IWS in Q4 2016 and has held it in 33 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mission Wealth Management held 4,072 shares of iShares Russell Mid-Cap Value ETF worth $670K as of Q2 2026.
Mission Wealth Management bought 1,619 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $255K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #591 holding.
Mission Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 33 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.