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

Montz Harcus 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	$212K	Buy	+1,289	New	+$203K	0.08%	95

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

Montz Harcus Wealth Management's IWS Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,289 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings.

1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Montz Harcus Wealth Management held 1,289 shares of iShares Russell Mid-Cap Value ETF worth $212K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Montz Harcus Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #95 holding.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.