Proficio Capital Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Proficio Capital Partners’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	–	Sell	-357,500	Closed	-$52.1M	–	701
2026 Q1	$52.1M	Buy	+357,500	New	+$53.1M	2.78%	7
2021 Q3	–	Sell	-183,481	Closed	-$21.1M	–	317
2021 Q2	$21.1M	Buy	+183,481	New	+$21M	2.57%	11

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

Proficio Capital Partners's IWS Position: Q2 2026 in Review

Proficio Capital Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 357,500 shares — an estimated $52.1M sold.

Proficio Capital Partners first reported a position in IWS in Q2 2021 and held it in 2 quarters. The position peaked at $52.1M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Proficio Capital Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Proficio Capital Partners sold 357,500 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $52.1M.
Proficio Capital Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
Proficio Capital Partners's iShares Russell Mid-Cap Value ETF position peaked at $52.1M in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.