MHWM
IWS icon

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
Q3 		– Sell
-1,289
Closed -$212K – 100
2026
Q2 		$212K Buy
+1,289
New +$203K 0.08% 95

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Montz Harcus Wealth Management's IWS Position: Q3 2026 in Review

Montz Harcus Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 1,289 shares — an estimated $212K sold.

Montz Harcus Wealth Management first reported a position in IWS in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 60 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Montz Harcus Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,289 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $212K.
  • Montz Harcus Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Montz Harcus Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $212K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.