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Reyes Financial Architecture’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Reyes Financial Architecture’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 		$3.46K Hold
21
– – ﹤0.01% 292
2026
Q1 		$3.06K Hold
21
– – ﹤0.01% 315
2025
Q4 		$2.96K Buy
+21
New +$2.94K ﹤0.01% 325
2025
Q2 		– Sell
-496
Closed -$62.5K – 313
2025
Q1 		$62.5K Hold
496
– – 0.05% 157
2024
Q4 		$64.2K Buy
+496
New +$66.4K 0.05% 143

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Reyes Financial Architecture's IWS Position: Q2 2026 in Review

Reyes Financial Architecture held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 21 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Reyes Financial Architecture first reported a position in IWS in Q4 2024 and has held it in 5 quarters since. The position peaked at $64.2K in Q4 2024. 486 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Reyes Financial Architecture held 21 shares of iShares Russell Mid-Cap Value ETF worth $3.46K as of Q2 2026.
  • Reyes Financial Architecture left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Reyes Financial Architecture's portfolio in Q2 2026, its #292 holding.
  • Reyes Financial Architecture first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Reyes Financial Architecture's iShares Russell Mid-Cap Value ETF position peaked at $64.2K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.