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 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

FCBT

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

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

LFWA

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management's IWS Position: Q2 2026 in Review

Orgel Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 15% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,923 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #100.

Orgel Wealth Management first reported a position in IWS in Q4 2016 and has held it in 3 quarters since. The position peaked at $5.94M in Q4 2016. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Orgel Wealth Management held 1,923 shares of iShares Russell Mid-Cap Value ETF worth $317K as of Q2 2026.
Orgel Wealth Management bought 248 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $39.1K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #100 holding.
Orgel Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 3 quarters since.
Orgel Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $5.94M in Q4 2016.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.