Oliver Lagore Vanvalin Investment Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$24.3K	Buy	+193	New	+$24.2K	0.01%	325
2024 Q4	$32.6K	Sell	252 -135	-35%	-$18.1K	0.01%	298
2024 Q3	$51.2K	Sell	387 -264	-41%	-$33.4K	0.01%	245
2024 Q2	$78.6K	Sell	651 -36	-5%	-$4.38K	0.02%	190
2024 Q1	$86.1K	Sell	687 -501	-42%	-$59K	0.03%	189
2023 Q4	$138K	Sell	1,188 -2,200	-65%	-$234K	0.05%	129
2023 Q3	$354K	Sell	3,388 -6,661	-66%	-$734K	0.14%	97
2023 Q2	$1.1M	Buy	10,049 +10,013	+27,814%	+$1.05M	0.4%	40
2023 Q1	$3.82K	Buy	+36	New	+$3.93K	﹤0.01%	521
2022 Q3	–	Sell	-16	Closed	-$2K	–	680
2022 Q2	$2K	Hold	16	–	–	﹤0.01%	499
2022 Q1	$2K	Buy	+16	New	+$1.88K	﹤0.01%	505

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025: 193 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWS in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2023. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 193 shares of iShares Russell Mid-Cap Value ETF worth $24.3K as of Q2 2025.
iShares Russell Mid-Cap Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell Mid-Cap Value ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #325 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell Mid-Cap Value ETF position peaked at $1.1M in Q2 2023.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.