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

Quadcap Wealth Management’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	$303K	Buy	1,841 +275	+18%	+$43.4K	0.03%	335
2026 Q1	$228K	Sell	1,566 -1	-0.1%	-$148	0.03%	355
2025 Q4	$221K	Buy	1,567 +1	+0.1%	+$140	0.03%	362
2025 Q3	$219K	Hold	1,566	–	–	0.03%	372
2025 Q2	$207K	Buy	+1,566	New	+$196K	0.03%	367
2025 Q1	–	Sell	-1,566	Closed	-$203K	–	398
2024 Q4	$203K	Hold	1,566	–	–	0.03%	359
2024 Q3	$207K	Buy	+1,566	New	+$198K	0.03%	357

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

Quadcap Wealth Management's IWS Position: Q2 2026 in Review

Quadcap Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 18% in Q2 2026, buying an estimated $43.4K and bringing the position to 1,841 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #335.

Quadcap Wealth Management first reported a position in IWS in Q3 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Quadcap Wealth Management held 1,841 shares of iShares Russell Mid-Cap Value ETF worth $303K as of Q2 2026.
Quadcap Wealth Management bought 275 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $43.4K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #335 holding.
Quadcap Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.