Resurgent Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Resurgent Financial Advisors’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
2025 Q2	–	Sell	-1,778	Closed	-$224K	–	195
2025 Q1	$224K	Sell	1,778 -25	-1%	-$3.25K	0.13%	163
2024 Q4	$233K	Hold	1,803	–	–	0.14%	161
2024 Q3	$238K	Hold	1,803	–	–	0.14%	156
2024 Q2	$218K	Buy	+1,803	New	+$219K	0.14%	163
2024 Q1	–	Sell	-703	Closed	-$81.8K	–	344
2023 Q4	$81.8K	Buy	703 +301	+75%	+$32.1K	0.05%	270
2023 Q3	$41.9K	Buy	402 +196	+95%	+$21.6K	0.03%	354
2023 Q2	$22.6K	Hold	206	–	–	0.01%	478
2023 Q1	$21.9K	Sell	206 -858	-81%	-$93.6K	0.01%	467
2022 Q4	$112K	Buy	+1,064	New	+$112K	0.06%	291

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Resurgent Financial Advisors's IWS Position: Q2 2025 in Review

Resurgent Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 1,778 shares — an estimated $224K sold.

Resurgent Financial Advisors first reported a position in IWS in Q4 2022 and held it in 9 quarters. The position peaked at $238K in Q3 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Resurgent Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 1,778 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $224K.
Resurgent Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 9 quarters.
Resurgent Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $238K in Q3 2024.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.