Private Wealth Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Private Wealth 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	$119K	Sell	720 -162	-18%	-$25.6K	0.03%	153
2026 Q1	$129K	Hold	882	–	–	0.03%	117
2025 Q4	$124K	Buy	882 +380	+76%	+$53.1K	0.03%	114
2025 Q3	$70.1K	Buy	502 +102	+26%	+$13.9K	0.02%	151
2025 Q2	$52.9K	Sell	400 -15	-4%	-$1.88K	0.02%	166
2025 Q1	$52.3K	Hold	415	–	–	0.02%	159
2024 Q4	$53.7K	Hold	415	–	–	0.02%	159
2024 Q3	$54.9K	Sell	415 -197	-32%	-$24.9K	0.02%	151
2024 Q2	$73.9K	Buy	612 +490	+402%	+$59.5K	0.03%	125
2024 Q1	$15.3K	Hold	122	–	–	0.01%	321
2023 Q4	$14.2K	Buy	+122	New	+$13K	0.01%	329

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

Private Wealth Management Group's IWS Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 18% in Q2 2026, selling an estimated $25.6K and leaving 720 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #153.

Private Wealth Management Group first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $129K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Private Wealth Management Group held 720 shares of iShares Russell Mid-Cap Value ETF worth $119K as of Q2 2026.
Private Wealth Management Group sold 162 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $25.6K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #153 holding.
Private Wealth Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares Russell Mid-Cap Value ETF position peaked at $129K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.