Morris Financial Concepts’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Morris Financial Concepts’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	$7.39K	Hold	45	–	–	﹤0.01%	186
2026 Q1	$6.54K	Hold	45	–	–	﹤0.01%	182
2025 Q4	$6.33K	Hold	45	–	–	﹤0.01%	179
2025 Q3	$6.27K	Hold	45	–	–	﹤0.01%	182
2025 Q2	$5.93K	Hold	45	–	–	﹤0.01%	181
2025 Q1	$5.66K	Hold	45	–	–	﹤0.01%	182
2024 Q4	$5.81K	Hold	45	–	–	﹤0.01%	168
2024 Q3	$5.94K	Hold	45	–	–	﹤0.01%	175
2024 Q2	$5.42K	Hold	45	–	–	﹤0.01%	146
2024 Q1	$5.63K	Hold	45	–	–	﹤0.01%	147
2023 Q4	$5.22K	Hold	45	–	–	﹤0.01%	145
2023 Q3	$4.68K	Hold	45	–	–	﹤0.01%	134
2023 Q2	$4.93K	Hold	45	–	–	﹤0.01%	136
2023 Q1	$4.77K	Hold	45	–	–	﹤0.01%	132
2022 Q4	$4.73K	Hold	45	–	–	﹤0.01%	124
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	100
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	107
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	105
2021 Q4	$5K	Buy	+45	New	+$5.37K	﹤0.01%	94

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

Morris Financial Concepts's IWS Position: Q2 2026 in Review

Morris Financial Concepts held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 45 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Morris Financial Concepts first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Morris Financial Concepts held 45 shares of iShares Russell Mid-Cap Value ETF worth $7.39K as of Q2 2026.
Morris Financial Concepts 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 Morris Financial Concepts's portfolio in Q2 2026, its #186 holding.
Morris Financial Concepts first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.