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Prospera Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Prospera Financial Services’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 		$1.57M Sell
9,554
-164
-2% -$25.9K 0.02% 583
2026
Q1 		$1.42M Sell
9,718
-20
-0.2% -$2.97K 0.02% 596
2025
Q4 		$1.37M Sell
9,738
-533
-5% -$74.5K 0.02% 582
2025
Q3 		$1.44M Sell
10,271
-24
-0.2% -$3.28K 0.02% 568
2025
Q2 		$1.36M Sell
10,295
-287
-3% -$36K 0.03% 566
2025
Q1 		$1.33M Buy
10,582
+158
+2% +$20.6K 0.03% 485
2024
Q4 		$1.35M Sell
10,424
-1,178
-10% -$158K 0.03% 463
2024
Q3 		$1.53M Buy
11,602
+1,127
+11% +$142K 0.04% 394
2024
Q2 		$1.27M Sell
10,475
-125
-1% -$15.2K 0.04% 445
2024
Q1 		$1.33M Sell
10,600
-683
-6% -$80.4K 0.04% 427
2023
Q4 		$1.31M Sell
11,283
-854
-7% -$91K 0.04% 400
2023
Q3 		$1.27M Sell
12,137
-447
-4% -$49.3K 0.05% 373
2023
Q2 		$1.38M Sell
12,584
-1,366
-10% -$144K 0.05% 337
2023
Q1 		$1.48M Buy
13,950
+640
+5% +$69.8K 0.06% 317
2022
Q4 		$1.4M Buy
13,310
+2,414
+22% +$253K 0.07% 288
2022
Q3 		$1.05M Sell
10,896
-416
-4% -$44.4K 0.05% 358
2022
Q2 		$1.15M Sell
11,312
-1,570
-12% -$176K 0.06% 337
2022
Q1 		$1.54M Buy
12,882
+2,650
+26% +$312K 0.06% 326
2021
Q4 		$1.25M Buy
10,232
+6,978
+214% +$833K 0.05% 355
2021
Q3 		$369K Buy
3,254
+749
+30% +$86.7K 0.02% 612
2021
Q2 		$289K Buy
2,505
+511
+26% +$58.6K 0.01% 669
2021
Q1 		$219K Sell
1,994
-240
-11% -$25K 0.01% 699
2020
Q4 		$218K Buy
2,234
+633
+40% +$57.1K 0.02% 628
2020
Q3 		$129K Sell
1,601
-4,599
-74% -$372K 0.05% 346
2020
Q2 		$475K Buy
6,200
+16
+0.3% +$1.17K 0.04% 365
2020
Q1 		$396K Buy
6,184
+2
+0% +$171 0.04% 347
2019
Q4 		$586K Buy
+6,182
New +$565K 0.05% 351
2016
Q1 		– Sell
-3,527
Closed -$242K – 360
2015
Q4 		$242K Buy
+3,527
New +$248K 0.05% 232

Other funds holding IWS

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
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's IWS Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q2 2026, selling an estimated $25.9K and leaving 9,554 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #583.

Prospera Financial Services first reported a position in IWS in Q4 2015 and has held it in 28 quarters since. 191 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Prospera Financial Services held 9,554 shares of iShares Russell Mid-Cap Value ETF worth $1.57M as of Q2 2026.
  • Prospera Financial Services sold 164 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $25.9K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #583 holding.
  • Prospera Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 28 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.