Peloton Wealth Strategists’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Peloton Wealth Strategists’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	$2.41M	Buy	14,623 +692	+5%	+$109K	0.89%	43
2026 Q1	$2.03M	Buy	13,931 +231	+2%	+$34.3K	0.82%	49
2025 Q4	$1.93M	Buy	13,700 +327	+2%	+$45.7K	0.75%	49
2025 Q3	$1.87M	Sell	13,373 -705	-5%	-$96.4K	0.73%	52
2025 Q2	$1.86M	Buy	14,078 +172	+1%	+$21.6K	0.75%	50
2025 Q1	$1.75M	Buy	13,906 +314	+2%	+$40.9K	0.73%	50
2024 Q4	$1.76M	Buy	13,592 +123	+0.9%	+$16.5K	0.71%	50
2024 Q3	$1.78M	Buy	13,469 +300	+2%	+$37.9K	0.71%	50
2024 Q2	$1.59M	Sell	13,169 -245	-2%	-$29.8K	0.65%	51
2024 Q1	$1.68M	Buy	13,414 +913	+7%	+$108K	0.68%	51
2023 Q4	$1.45M	Buy	+12,501	New	+$1.33M	0.63%	55
2021 Q4	–	Sell	-13,936	Closed	-$1.58M	–	91
2021 Q3	$1.58M	Buy	13,936 +4	+0%	+$463	0.65%	56
2021 Q2	$1.6M	Buy	13,932 +218	+2%	+$25K	0.66%	54
2021 Q1	$1.5M	Buy	13,714 +1,221	+10%	+$127K	0.7%	49
2020 Q4	$1.21M	Buy	+12,493	New	+$1.13M	0.6%	51
2019 Q4	–	Sell	-17,686	Closed	-$1.59M	–	79
2019 Q3	$1.59M	Buy	17,686 +90	+0.5%	+$7.97K	1.01%	39
2019 Q2	$1.57M	Buy	17,596 +658	+4%	+$57.8K	1.05%	41
2019 Q1	$1.47M	Buy	+16,938	New	+$1.43M	1.02%	43

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peloton Wealth Strategists's IWS Position: Q2 2026 in Review

Peloton Wealth Strategists increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 5% in Q2 2026, buying an estimated $109K and bringing the position to 14,623 shares worth $2.41M. The position accounts for 0.89% of the portfolio, ranked #43.

Peloton Wealth Strategists first reported a position in IWS in Q1 2019 and has held it in 18 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Peloton Wealth Strategists held 14,623 shares of iShares Russell Mid-Cap Value ETF worth $2.41M as of Q2 2026.
Peloton Wealth Strategists bought 692 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $109K.
iShares Russell Mid-Cap Value ETF made up 0.89% of Peloton Wealth Strategists's portfolio in Q2 2026, its #43 holding.
Peloton Wealth Strategists first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 18 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.