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

Orgel Wealth Management’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 Q3	$309K	Hold	1,923	–	–	0.01%	101
2026 Q2	$317K	Buy	1,923 +248	+15%	+$39.1K	0.01%	100
2026 Q1	$244K	Buy	+1,675	New	+$249K	0.01%	91
2017 Q1	–	Sell	-73,893	Closed	-$5.94M	–	30
2016 Q4	$5.94M	Buy	+73,893	New	+$5.76M	3.83%	4

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Orgel Wealth Management's IWS Position: Q3 2026 in Review

Orgel Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,923 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #101.

Orgel Wealth Management first reported a position in IWS in Q4 2016 and has held it in 4 quarters since. The position peaked at $5.94M in Q4 2016. 254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Orgel Wealth Management held 1,923 shares of iShares Russell Mid-Cap Value ETF worth $309K as of Q3 2026.
Orgel Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #101 holding.
Orgel Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 4 quarters since.
Orgel Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $5.94M in Q4 2016.
254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.