Quest 10 Wealth Builders’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Quest 10 Wealth Builders’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	$1.26M	Buy	7,626 +254	+3%	+$40.1K	0.98%	26
2026 Q1	$1.07M	Buy	7,372 +94	+1%	+$14K	0.94%	28
2025 Q4	$1.03M	Buy	7,278 +173	+2%	+$24.2K	0.92%	29
2025 Q3	$992K	Buy	7,105 +554	+8%	+$75.7K	0.91%	29
2025 Q2	$866K	Buy	6,551 +1,286	+24%	+$161K	0.84%	31
2025 Q1	$663K	Buy	5,265 +43	+0.8%	+$5.6K	0.71%	38
2024 Q4	$675K	Buy	+5,222	New	+$699K	0.67%	40

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

Quest 10 Wealth Builders's IWS Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.4% in Q2 2026, buying an estimated $40.1K and bringing the position to 7,626 shares worth $1.26M. The position accounts for 0.98% of the portfolio, ranked #26.

Quest 10 Wealth Builders first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Quest 10 Wealth Builders held 7,626 shares of iShares Russell Mid-Cap Value ETF worth $1.26M as of Q2 2026.
Quest 10 Wealth Builders bought 254 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $40.1K.
iShares Russell Mid-Cap Value ETF made up 0.98% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #26 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.