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

Prosperity Planning’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	$1M	Sell	6,086 -16	-0.3%	-$2.52K	0.23%	58
2026 Q1	$889K	Sell	6,102 -11	-0.2%	-$1.63K	0.23%	62
2025 Q4	$862K	Hold	6,113	–	–	0.23%	61
2025 Q3	$854K	Sell	6,113 -47	-0.8%	-$6.42K	0.23%	63
2025 Q2	$814K	Hold	6,160	–	–	0.23%	62
2025 Q1	$776K	Sell	6,160 -65	-1%	-$8.46K	0.24%	62
2024 Q4	$805K	Sell	6,225 -75	-1%	-$10K	0.26%	62
2024 Q3	$833K	Sell	6,300 -86	-1%	-$10.9K	0.26%	62
2024 Q2	$771K	Hold	6,386	–	–	0.26%	60
2024 Q1	$800K	Hold	6,386	–	–	0.28%	56
2023 Q4	$743K	Sell	6,386 -7	-0.1%	-$746	0.28%	57
2023 Q3	$667K	Sell	6,393 -129	-2%	-$14.2K	0.28%	56
2023 Q2	$716K	Sell	6,522 -131	-2%	-$13.8K	0.3%	56
2023 Q1	$707K	Sell	6,653 -49	-0.7%	-$5.35K	0.31%	56
2022 Q4	$701K	Hold	6,702	–	–	0.35%	51
2022 Q3	$644K	Buy	+6,702	New	+$716K	0.34%	51

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Prosperity Planning's IWS Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.26% in Q2 2026, selling an estimated $2.52K and leaving 6,086 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #58.

Prosperity Planning first reported a position in IWS in Q3 2022 and has held it in 16 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Prosperity Planning held 6,086 shares of iShares Russell Mid-Cap Value ETF worth $1M as of Q2 2026.
Prosperity Planning sold 16 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.52K.
iShares Russell Mid-Cap Value ETF made up 0.23% of Prosperity Planning's portfolio in Q2 2026, its #58 holding.
Prosperity Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.