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

Naviter Wealth’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	$1.9M	Buy	11,521 +310	+3%	+$48.9K	0.17%	125
2026 Q1	$1.63M	Hold	11,211	–	–	0.2%	116
2025 Q4	$1.58M	Hold	11,211	–	–	0.21%	120
2025 Q3	$1.57M	Hold	11,211	–	–	0.18%	134
2025 Q2	$1.48M	Sell	11,211 -196	-2%	-$24.6K	0.18%	135
2025 Q1	$1.43M	Hold	11,407	–	–	0.17%	145
2024 Q4	$1.48M	Buy	+11,407	New	+$1.53M	0.18%	141

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

Naviter Wealth's IWS Position: Q2 2026 in Review

Naviter Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.8% in Q2 2026, buying an estimated $48.9K and bringing the position to 11,521 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #125.

Naviter Wealth first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Naviter Wealth held 11,521 shares of iShares Russell Mid-Cap Value ETF worth $1.9M as of Q2 2026.
Naviter Wealth bought 310 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $48.9K.
iShares Russell Mid-Cap Value ETF made up 0.17% of Naviter Wealth's portfolio in Q2 2026, its #125 holding.
Naviter Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.