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Richards, Merrill & Peterson’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Richards, Merrill & Peterson’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 		$62.4K Hold
379
– – 0.02% 234
2026
Q1 		$55.2K Hold
379
– – 0.02% 224
2025
Q4 		$53.5K Buy
379
+302
+392% +$42.2K 0.02% 214
2025
Q3 		$10.8K Hold
77
– – ﹤0.01% 208
2025
Q2 		$10.2K Buy
+77
New +$9.66K ﹤0.01% 194

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Richards, Merrill & Peterson's IWS Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 379 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #234.

Richards, Merrill & Peterson first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Richards, Merrill & Peterson held 379 shares of iShares Russell Mid-Cap Value ETF worth $62.4K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #234 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.