MPWM Advisory Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MPWM Advisory Solutions’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	$21.2K	Hold	129	–	–	0.01%	275
2026 Q1	$18.8K	Hold	129	–	–	0.01%	277
2025 Q4	$18.2K	Hold	129	–	–	0.01%	263
2025 Q3	$18K	Hold	129	–	–	0.01%	242
2025 Q2	$17K	Hold	129	–	–	0.01%	250
2025 Q1	$16.3K	Hold	129	–	–	0.01%	266
2024 Q4	$16.7K	Buy	+129	New	+$17.3K	0.01%	267

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

MPWM Advisory Solutions's IWS Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 129 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #275.

MPWM Advisory Solutions first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

MPWM Advisory Solutions held 129 shares of iShares Russell Mid-Cap Value ETF worth $21.2K as of Q2 2026.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's portfolio in Q2 2026, its #275 holding.
MPWM Advisory Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.