REAP Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

REAP Financial Group’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	$218K	Buy	1,326 +1	+0.1%	+$158	0.04%	130
2026 Q1	$193K	Sell	1,325 -49	-4%	-$7.27K	0.04%	131
2025 Q4	$194K	Sell	1,374 -5	-0.4%	-$699	0.04%	130
2025 Q3	$193K	Sell	1,379 -37	-3%	-$5.06K	0.04%	117
2025 Q2	$187K	Sell	1,416 -55	-4%	-$6.9K	0.04%	118
2025 Q1	$185K	Sell	1,471 -646	-31%	-$84.1K	0.05%	105
2024 Q4	$274K	Sell	2,117 -205	-9%	-$27.4K	0.07%	98
2024 Q3	$307K	Sell	2,322 -1,044	-31%	-$132K	0.08%	97
2024 Q2	$406K	Sell	3,366 -6,330	-65%	-$769K	0.11%	85
2024 Q1	$1.22M	Sell	9,696 -1,080	-10%	-$127K	0.33%	51
2023 Q4	$1.25M	Buy	+10,776	New	+$1.15M	0.37%	49

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

REAP Financial Group's IWS Position: Q2 2026 in Review

REAP Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.08% in Q2 2026, buying an estimated $158 and bringing the position to 1,326 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #130.

REAP Financial Group first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

REAP Financial Group held 1,326 shares of iShares Russell Mid-Cap Value ETF worth $218K as of Q2 2026.
REAP Financial Group bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
iShares Russell Mid-Cap Value ETF made up 0.04% of REAP Financial Group's portfolio in Q2 2026, its #130 holding.
REAP Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $1.25M in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.