RFN
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RDA Financial Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

RDA Financial Network’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 		$372K Hold
2,263
– – 0.08% 195
2026
Q1 		$330K Hold
2,263
– – 0.08% 204
2025
Q4 		$319K Hold
2,263
– – 0.08% 205
2025
Q3 		$316K Hold
2,263
– – 0.08% 202
2025
Q2 		$299K Hold
2,263
– – 0.08% 207
2025
Q1 		$285K Hold
2,263
– – 0.09% 192
2024
Q4 		$293K Hold
2,263
– – 0.09% 196
2024
Q3 		$299K Buy
2,263
+171
+8% +$21.6K 0.09% 190
2024
Q2 		$253K Sell
2,092
-46
-2% -$5.59K 0.08% 201
2024
Q1 		$268K Sell
2,138
-8
-0.4% -$942 0.09% 193
2023
Q4 		$250K Hold
2,146
– – 0.09% 191
2023
Q3 		$224K Hold
2,146
– – 0.1% 191
2023
Q2 		$236K Sell
2,146
-13
-0.6% -$1.37K 0.1% 198
2023
Q1 		$229K Sell
2,159
-77
-3% -$8.4K 0.1% 194
2022
Q4 		$236K Sell
2,236
-103
-4% -$10.8K 0.12% 182
2022
Q3 		$225K Hold
2,339
– – 0.12% 174
2022
Q2 		$238K Hold
2,339
– – 0.12% 174
2022
Q1 		$280K Hold
2,339
– – 0.12% 172
2021
Q4 		$286K Hold
2,339
– – 0.12% 173
2021
Q3 		$265K Hold
2,339
– – 0.12% 182
2021
Q2 		$269K Hold
2,339
– – 0.12% 178
2021
Q1 		$256K Sell
2,339
-6
-0.3% -$625 0.11% 186
2020
Q4 		$227K Sell
2,345
-272
-10% -$24.5K 0.1% 194
2020
Q3 		$212K Sell
2,617
-9
-0.3% -$729 0.1% 199
2020
Q2 		$201K Buy
+2,626
New +$191K 0.1% 199
2020
Q1 		– Sell
-2,626
Closed -$247K – 215
2019
Q4 		$247K Hold
2,626
– – 0.1% 206
2019
Q3 		$242K Sell
2,626
-142
-5% -$12.6K 0.1% 197
2019
Q2 		$249K Sell
2,768
-6
-0.2% -$527 0.11% 188
2019
Q1 		$248K Buy
+2,774
New +$234K 0.12% 178

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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return