PIMG
IWS icon

Patriot Investment Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Patriot Investment Management 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 		$398K Hold
2,416
– – 0.02% 184
2026
Q1 		$352K Hold
2,416
– – 0.02% 189
2025
Q4 		$341K Buy
2,416
+105
+5% +$14.7K 0.02% 192
2025
Q3 		$323K Hold
2,311
– – 0.02% 194
2025
Q2 		$305K Hold
2,311
– – 0.02% 199
2025
Q1 		$291K Hold
2,311
– – 0.02% 194
2024
Q4 		$299K Hold
2,311
– – 0.02% 195
2024
Q3 		$306K Hold
2,311
– – 0.02% 202
2024
Q2 		$279K Hold
2,311
– – 0.02% 209
2024
Q1 		$290K Hold
2,311
– – 0.02% 210
2023
Q4 		$269K Buy
+2,311
New +$246K 0.02% 208
2023
Q1 		– Sell
-1,511
Closed -$171K – 321
2022
Q4 		$171K Buy
+1,511
New +$158K 0.01% 249
2022
Q2 		– Sell
-2,016
Closed -$241K – 247
2022
Q1 		$241K Buy
2,016
+325
+19% +$38.3K 0.02% 234
2021
Q4 		$206K Buy
+1,691
New +$202K 0.02% 241
2020
Q3 		– Sell
-1,691
Closed -$129K – 425
2020
Q2 		$129K Buy
+1,691
New +$123K 0.02% 243

Other funds holding IWS

Envestnet Portfolio Solutions
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
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
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
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

Patriot Investment Management Group's IWS Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,416 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #184.

Patriot Investment Management Group first reported a position in IWS in Q2 2020 and has held it in 15 quarters since. 366 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Patriot Investment Management Group held 2,416 shares of iShares Russell Mid-Cap Value ETF worth $398K as of Q2 2026.
  • Patriot Investment Management Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #184 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 15 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.