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

Moran 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	$4.76M	Sell	29,603 -48,754	-62%	-$8.17M	0.13%	204
2026 Q2	$12.9M	Buy	78,357 +75,964	+3,174%	+$12M	0.35%	97
2026 Q1	$349K	Buy	2,393 +413	+21%	+$61.3K	0.01%	408
2025 Q4	$279K	Sell	1,980 -168,106	-99%	-$23.5M	0.01%	447
2025 Q3	$23.8M	Buy	+170,086	New	+$23.2M	0.72%	32

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Moran Wealth Management's IWS Position: Q3 2026 in Review

Moran Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 62% in Q3 2026, selling an estimated $8.17M and leaving 29,603 shares worth $4.76M. The position accounts for 0.13% of the portfolio, ranked #204.

Moran Wealth Management first reported a position in IWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.8M in Q3 2025. 287 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Moran Wealth Management held 29,603 shares of iShares Russell Mid-Cap Value ETF worth $4.76M as of Q3 2026.
Moran Wealth Management sold 48,754 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $8.17M.
iShares Russell Mid-Cap Value ETF made up 0.13% of Moran Wealth Management's portfolio in Q3 2026, its #204 holding.
Moran Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Moran Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $23.8M in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.