Paladin Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Paladin Advisory 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
2026 Q2	$183K	Sell	1,111 -41	-4%	-$6.47K	0.12%	90
2026 Q1	$168K	Buy	1,152 +85	+8%	+$12.6K	0.13%	93
2025 Q4	$151K	Buy	+1,067	New	+$149K	0.11%	100
2023 Q4	–	Sell	-304	Closed	-$31.7K	–	241
2023 Q3	$31.7K	Hold	304	–	–	0.03%	171
2023 Q2	$33.4K	Hold	304	–	–	0.03%	175
2023 Q1	$32.3K	Buy	+304	New	+$33.2K	0.03%	178
2022 Q2	–	Sell	-423	Closed	-$47.3K	–	397
2022 Q1	$50K	Buy	+423	New	+$49.8K	0.04%	171

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Paladin Advisory Group's IWS Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.6% in Q2 2026, selling an estimated $6.47K and leaving 1,111 shares worth $183K. The position accounts for 0.12% of the portfolio, ranked #90.

Paladin Advisory Group first reported a position in IWS in Q1 2022 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Paladin Advisory Group held 1,111 shares of iShares Russell Mid-Cap Value ETF worth $183K as of Q2 2026.
Paladin Advisory Group sold 41 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.47K.
iShares Russell Mid-Cap Value ETF made up 0.12% of Paladin Advisory Group's portfolio in Q2 2026, its #90 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 7 quarters since.
464 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.