Prosperity Consulting Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Prosperity Consulting 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	$20.3M	Buy	123,463 +10,357	+9%	+$1.63M	0.77%	26
2026 Q1	$16.5M	Buy	113,106 +1,945	+2%	+$289K	0.73%	24
2025 Q4	$15.7M	Buy	111,161 +10,511	+10%	+$1.47M	0.71%	26
2025 Q3	$14.1M	Buy	100,650 +1,453	+1%	+$199K	0.69%	29
2025 Q2	$13.1M	Buy	99,197 +6,382	+7%	+$800K	0.96%	22
2025 Q1	$11.7M	Sell	92,815 -189	-0.2%	-$24.6K	0.9%	22
2024 Q4	$12M	Buy	93,004 +362	+0.4%	+$48.5K	0.91%	20
2024 Q3	$12.3M	Buy	92,642 +25,902	+39%	+$3.27M	0.96%	16
2024 Q2	$8.06M	Sell	66,740 -787	-1%	-$95.6K	1.09%	17
2024 Q1	$8.46M	Buy	67,527 +35,441	+110%	+$4.17M	1.06%	17
2023 Q4	$3.73M	Buy	32,086 +7,907	+33%	+$842K	1.25%	18
2023 Q3	$2.52M	Buy	+24,179	New	+$2.66M	1.16%	25

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

Prosperity Consulting Group's IWS Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.2% in Q2 2026, buying an estimated $1.63M and bringing the position to 123,463 shares worth $20.3M. The position accounts for 0.77% of the portfolio, ranked #26.

Prosperity Consulting Group first reported a position in IWS in Q3 2023 and has held it in 12 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Prosperity Consulting Group held 123,463 shares of iShares Russell Mid-Cap Value ETF worth $20.3M as of Q2 2026.
Prosperity Consulting Group bought 10,357 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.63M.
iShares Russell Mid-Cap Value ETF made up 0.77% of Prosperity Consulting Group's portfolio in Q2 2026, its #26 holding.
Prosperity Consulting Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.