Rialto Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rialto Wealth Management’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	$150K	Hold	913	–	–	0.03%	195
2026 Q1	$133K	Sell	913 -202	-18%	-$30K	0.03%	187
2025 Q4	$157K	Hold	1,115	–	–	0.04%	170
2025 Q3	$156K	Sell	1,115 -225	-17%	-$30.8K	0.04%	166
2025 Q2	$177K	Hold	1,340	–	–	0.05%	156
2025 Q1	$169K	Sell	1,340 -1,164	-46%	-$152K	0.05%	157
2024 Q4	$324K	Buy	+2,504	New	+$335K	0.11%	112

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

Rialto Wealth Management's IWS Position: Q2 2026 in Review

Rialto Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 913 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #195.

Rialto Wealth Management first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Rialto Wealth Management held 913 shares of iShares Russell Mid-Cap Value ETF worth $150K as of Q2 2026.
Rialto Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #195 holding.
Rialto Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $324K in Q4 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.