Monograph Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Monograph Wealth Advisors’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	$213K	Buy	+1,296	New	+$205K	0.02%	134
2026 Q1	–	Sell	-1,745	Closed	-$246K	–	149
2025 Q4	$246K	Buy	+1,745	New	+$244K	0.02%	119
2025 Q3	–	Sell	-1,933	Closed	-$255K	–	144
2025 Q2	$255K	Buy	+1,933	New	+$242K	0.03%	114

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

Monograph Wealth Advisors's IWS Position: Q2 2026 in Review

Monograph Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,296 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Monograph Wealth Advisors previously reported a position in IWS as recently as Q4 2025.

Monograph Wealth Advisors first reported a position in IWS in Q2 2025 and has held it in 3 quarters since. The position peaked at $255K in Q2 2025. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Monograph Wealth Advisors held 1,296 shares of iShares Russell Mid-Cap Value ETF worth $213K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Monograph Wealth Advisors position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Monograph Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
Monograph Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $255K in Q2 2025.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.