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Peak Financial Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Peak Financial 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 		$313K Hold
1,900
– – 0.07% 82
2026
Q1 		$277K Hold
1,900
– – 0.07% 75
2025
Q4 		$268K Hold
1,900
– – 0.07% 84
2025
Q3 		$265K Sell
1,900
-200
-10% -$27.3K 0.07% 81
2025
Q2 		$277K Hold
2,100
– – 0.08% 75
2025
Q1 		$265K Hold
2,100
– – 0.08% 75
2024
Q4 		$272K Hold
2,100
– – 0.08% 79
2024
Q3 		$278K Hold
2,100
– – 0.08% 78
2024
Q2 		$254K Hold
2,100
– – 0.08% 76
2024
Q1 		$263K Hold
2,100
– – 0.08% 77
2023
Q4 		$244K Hold
2,100
– – 0.08% 69
2023
Q3 		$219K Hold
2,100
– – 0.08% 67
2023
Q2 		$231K Hold
2,100
– – 0.08% 76
2023
Q1 		$223K Hold
2,100
– – 0.08% 68
2022
Q4 		$221K Buy
+2,100
New +$220K 0.09% 66
2022
Q3 		– Sell
-2,120
Closed -$215K – 69
2022
Q2 		$215K Buy
2,120
+120
+6% +$13.4K 0.08% 64
2022
Q1 		$239K Buy
+2,000
New +$235K 0.08% 66

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Peak Financial Management's IWS Position: Q2 2026 in Review

Peak Financial Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,900 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #82.

Peak Financial Management first reported a position in IWS in Q1 2022 and has held it in 17 quarters since. 230 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Peak Financial Management held 1,900 shares of iShares Russell Mid-Cap Value ETF worth $313K as of Q2 2026.
  • Peak Financial Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #82 holding.
  • Peak Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.