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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RDA Financial Network's IWS Position: Q2 2026 in Review

RDA Financial Network held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,263 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #195.

RDA Financial Network first reported a position in IWS in Q1 2019 and has held it in 29 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • RDA Financial Network held 2,263 shares of iShares Russell Mid-Cap Value ETF worth $372K as of Q2 2026.
  • RDA Financial Network left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of RDA Financial Network's portfolio in Q2 2026, its #195 holding.
  • RDA Financial Network first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.