Mosaic Family Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mosaic Family Wealth Partners’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	$1.29M	Sell	7,849 -48	-0.6%	-$7.57K	0.09%	186
2026 Q1	$1.15M	Buy	7,897 +491	+7%	+$72.9K	0.12%	103
2025 Q4	$1.04M	Buy	7,406 +12	+0.2%	+$1.68K	0.11%	94
2025 Q3	$1.03M	Buy	7,394 +1	+0%	+$137	0.12%	84
2025 Q2	$977K	Buy	7,393 +2,501	+51%	+$314K	0.12%	84
2025 Q1	$616K	Sell	4,892 -75	-2%	-$9.77K	0.09%	116
2024 Q4	$642K	Sell	4,967 -85	-2%	-$11.4K	0.09%	108
2024 Q3	$668K	Sell	5,052 -70	-1%	-$8.85K	0.1%	101
2024 Q2	$618K	Sell	5,122 -63	-1%	-$7.66K	0.1%	102
2024 Q1	$650K	Buy	5,185 +3	+0.1%	+$353	0.11%	102
2023 Q4	$603K	Buy	5,182 +10	+0.2%	+$1.06K	0.1%	100
2023 Q3	$540K	Hold	5,172	–	–	0.11%	99
2023 Q2	$568K	Sell	5,172 -137	-3%	-$14.4K	0.11%	97
2023 Q1	$564K	Buy	5,309 +6	+0.1%	+$655	0.12%	97
2022 Q4	$559K	Buy	+5,303	New	+$556K	0.16%	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

Mosaic Family Wealth Partners's IWS Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.61% in Q2 2026, selling an estimated $7.57K and leaving 7,849 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #186.

Mosaic Family Wealth Partners first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mosaic Family Wealth Partners held 7,849 shares of iShares Russell Mid-Cap Value ETF worth $1.29M as of Q2 2026.
Mosaic Family Wealth Partners sold 48 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $7.57K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #186 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.