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SACKS & ASSOCIATES, LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$1.09M Hold
6,498
– – 0.73% 35
2026
Q1 		$947K Hold
6,498
– – 0.7% 35
2025
Q4 		$917K Buy
+6,498
New +$908K 0.67% 36

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IWS Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 6,498 shares worth $1.09M. The position accounts for 0.73% of the portfolio, ranked #35.

SACKS & ASSOCIATES, LLC first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 646 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 6,498 shares of iShares Russell Mid-Cap Value ETF worth $1.09M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.73% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #35 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.