Rebalance’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rebalance’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	$1.31M	Buy	7,957 +24	+0.3%	+$3.79K	0.07%	56
2026 Q1	$1.16M	Buy	7,933 +25	+0.3%	+$3.71K	0.07%	57
2025 Q4	$1.12M	Buy	7,908 +965	+14%	+$135K	0.07%	58
2025 Q3	$970K	Buy	6,943 +28	+0.4%	+$3.83K	0.06%	65
2025 Q2	$914K	Buy	6,915 +26	+0.4%	+$3.26K	0.06%	62
2025 Q1	$868K	Buy	6,889 +24	+0.3%	+$3.13K	0.06%	61
2024 Q4	$888K	Buy	6,865 +31	+0.5%	+$4.15K	0.07%	55
2024 Q3	$904K	Hold	6,834	–	–	0.07%	54
2024 Q2	$825K	Hold	6,834	–	–	0.07%	53
2024 Q1	$856K	Hold	6,834	–	–	0.07%	56
2023 Q4	$795K	Buy	6,834 +157	+2%	+$16.7K	0.07%	56
2023 Q3	$697K	Hold	6,677	–	–	0.07%	53
2023 Q2	$733K	Hold	6,677	–	–	0.07%	52
2023 Q1	$709K	Buy	6,677 +31	+0.5%	+$3.38K	0.07%	53
2022 Q4	$700K	Buy	+6,646	New	+$697K	0.07%	54

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Rebalance's IWS Position: Q2 2026 in Review

Rebalance increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.3% in Q2 2026, buying an estimated $3.79K and bringing the position to 7,957 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #56.

Rebalance first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Rebalance held 7,957 shares of iShares Russell Mid-Cap Value ETF worth $1.31M as of Q2 2026.
Rebalance bought 24 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.79K.
iShares Russell Mid-Cap Value ETF made up 0.07% of Rebalance's portfolio in Q2 2026, its #56 holding.
Rebalance first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.