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

Robinswood Financial’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	$4.18K	Hold	25	–	–	﹤0.01%	350
2026 Q1	$3.7K	Hold	25	–	–	﹤0.01%	343
2025 Q4	$3.58K	Hold	25	–	–	﹤0.01%	325
2025 Q3	$3.55K	Hold	25	–	–	﹤0.01%	321
2025 Q2	$3.34K	Hold	25	–	–	﹤0.01%	329
2025 Q1	$3.17K	Hold	25	–	–	﹤0.01%	320
2024 Q4	$3.25K	Hold	25	–	–	﹤0.01%	269
2024 Q3	$3.31K	Hold	25	–	–	﹤0.01%	281
2024 Q2	$3.02K	Buy	+25	New	+$3.04K	﹤0.01%	285

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

Robinswood Financial's IWS Position: Q2 2026 in Review

Robinswood Financial held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 25 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Robinswood Financial first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Robinswood Financial held 25 shares of iShares Russell Mid-Cap Value ETF worth $4.18K as of Q2 2026.
Robinswood Financial 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 Robinswood Financial's portfolio in Q2 2026, its #350 holding.
Robinswood Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.