RPg Family Wealth Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-12,123	Closed	-$1.77M	–	142
2026 Q1	$1.77M	Buy	12,123 +854	+8%	+$127K	0.37%	83
2025 Q4	$1.59M	Sell	11,269 -25	-0.2%	-$3.5K	0.35%	81
2025 Q3	$1.58M	Sell	11,294 -241	-2%	-$32.9K	0.35%	82
2025 Q2	$1.52M	Buy	11,535 +2,517	+28%	+$316K	0.41%	76
2025 Q1	$1.14M	Buy	+9,018	New	+$1.17M	0.32%	72
2023 Q3	–	Sell	-11,019	Closed	-$1.21M	–	115
2023 Q2	$1.21M	Sell	11,019 -23,046	-68%	-$2.43M	0.48%	61
2023 Q1	$3.62M	Buy	34,065 +6,848	+25%	+$747K	1.99%	19
2022 Q4	$2.87M	Sell	27,217 -1,702	-6%	-$179K	1.96%	20
2022 Q3	$3.09M	Buy	28,919 +197	+0.7%	+$21K	1.63%	25
2022 Q2	$2.92M	Buy	28,722 +857	+3%	+$95.8K	1.74%	23
2022 Q1	$3.33M	Sell	27,865 -1,191	-4%	-$140K	1.42%	24
2021 Q4	$3.56M	Sell	29,056 -405	-1%	-$48.4K	1.4%	23
2021 Q3	$3.34M	Sell	29,461 -101	-0.3%	-$11.7K	1.41%	22
2021 Q2	$3.4M	Buy	+29,562	New	+$3.39M	1.38%	23
2020 Q4	$2.07M	Buy	21,380 +20,960	+4,990%	+$1.89M	0.98%	33
2020 Q3	$34K	Hold	420	–	–	0.02%	183
2020 Q2	$32.1K	Hold	420	–	–	0.02%	184
2020 Q1	$26.9K	Hold	420	–	–	0.02%	170
2019 Q4	$39.8K	Hold	420	–	–	0.02%	172
2019 Q3	$37.7K	Hold	420	–	–	0.02%	180
2019 Q2	$37.4K	Hold	420	–	–	0.02%	175
2019 Q1	$36.5K	Hold	420	–	–	0.02%	186
2018 Q4	$32.1K	Hold	420	–	–	0.03%	132
2018 Q3	$37.9K	Hold	420	–	–	0.03%	128
2018 Q2	$37.2K	Hold	420	–	–	0.03%	128
2018 Q1	$36.3K	Hold	420	–	–	0.03%	150
2017 Q4	$37.4K	Hold	420	–	–	0.03%	157
2017 Q3	$35.7K	Hold	420	–	–	0.03%	164
2017 Q2	$35.3K	Buy	+420	New	+$34.9K	0.03%	193

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

RPg Family Wealth Advisory's IWS Position: Q2 2026 in Review

RPg Family Wealth Advisory sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 12,123 shares — an estimated $1.77M sold.

RPg Family Wealth Advisory first reported a position in IWS in Q2 2017 and held it in 29 quarters. The position peaked at $3.62M in Q1 2023. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

RPg Family Wealth Advisory reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
RPg Family Wealth Advisory sold 12,123 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.77M.
RPg Family Wealth Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and held it in 29 quarters.
RPg Family Wealth Advisory's iShares Russell Mid-Cap Value ETF position peaked at $3.62M in Q1 2023.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.