Moisand Fitzgerald Tamayo’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Moisand Fitzgerald Tamayo’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	$9.38K	Hold	57	–	–	﹤0.01%	376
2026 Q1	$8.31K	Sell	57 -1	-2%	-$148	﹤0.01%	363
2025 Q4	$8.18K	Hold	58	–	–	﹤0.01%	367
2025 Q3	$8.1K	Sell	58 -3	-5%	-$410	﹤0.01%	378
2025 Q2	$8.06K	Hold	61	–	–	﹤0.01%	367
2025 Q1	$7.68K	Hold	61	–	–	﹤0.01%	374
2024 Q4	$7.89K	Hold	61	–	–	﹤0.01%	372
2024 Q3	$8.07K	Sell	61 -2	-3%	-$253	﹤0.01%	380
2024 Q2	$7.61K	Hold	63	–	–	﹤0.01%	334
2024 Q1	$7.9K	Sell	63 -1	-2%	-$118	﹤0.01%	338
2023 Q4	$7.44K	Sell	64 -47	-42%	-$5.01K	﹤0.01%	373
2023 Q3	$11.6K	Hold	111	–	–	﹤0.01%	324
2023 Q2	$12.2K	Hold	111	–	–	﹤0.01%	303
2023 Q1	$11.8K	Hold	111	–	–	﹤0.01%	315
2022 Q4	$11.7K	Hold	111	–	–	﹤0.01%	297
2022 Q3	$11K	Sell	111 -18	-14%	-$1.92K	﹤0.01%	276
2022 Q2	$13K	Buy	+129	New	+$14.4K	﹤0.01%	256
2022 Q1	–	Sell	-129	Closed	-$16K	–	585
2021 Q4	$16K	Sell	129 -4	-3%	-$478	﹤0.01%	222
2021 Q3	$15K	Hold	133	–	–	0.01%	220
2021 Q2	$15K	Hold	133	–	–	0.01%	229
2021 Q1	$15K	Sell	133 -23	-15%	-$2.4K	0.01%	186
2020 Q4	$15K	Hold	156	–	–	0.01%	189
2020 Q3	$13K	Buy	+156	New	+$12.6K	0.01%	181

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

Moisand Fitzgerald Tamayo's IWS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 57 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Moisand Fitzgerald Tamayo first reported a position in IWS in Q3 2020 and has held it in 23 quarters since. The position peaked at $16K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Moisand Fitzgerald Tamayo held 57 shares of iShares Russell Mid-Cap Value ETF worth $9.38K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #376 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
Moisand Fitzgerald Tamayo's iShares Russell Mid-Cap Value ETF position peaked at $16K in Q4 2021.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.