Mullaney, Keating & Wright’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mullaney, Keating & Wright’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	$6.55M	Sell	39,823 -495	-1%	-$78.1K	3.17%	6
2026 Q1	$5.88M	Sell	40,318 -643	-2%	-$95.4K	3.19%	7
2025 Q4	$5.78M	Sell	40,961 -1,274	-3%	-$178K	3.05%	7
2025 Q3	$5.9M	Sell	42,235 -290	-0.7%	-$39.6K	3.27%	7
2025 Q2	$5.62M	Sell	42,525 -789	-2%	-$99K	3.68%	6
2025 Q1	$5.46M	Sell	43,314 -547	-1%	-$71.2K	3.68%	7
2024 Q4	$5.67M	Sell	43,861 -5,824	-12%	-$780K	3.83%	6
2024 Q3	$6.57M	Buy	49,685 +1,313	+3%	+$166K	4.56%	5
2024 Q2	$5.84M	Buy	+48,372	New	+$5.88M	4.53%	6

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return