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

RTD Financial Advisors’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 		$23.7M Buy
143,704
+591
+0.4% +$93.3K 2.58% 9
2026
Q1 		$20.9M Sell
143,113
-1,381
-1% -$205K 2.56% 9
2025
Q4 		$20.4M Sell
144,494
-318
-0.2% -$44.5K 2.49% 10
2025
Q3 		$20.2M Buy
144,812
+4,243
+3% +$580K 2.43% 10
2025
Q2 		$18.6M Sell
140,569
-28,768
-17% -$3.61M 2.38% 11
2025
Q1 		$21.3M Buy
169,337
+6,121
+4% +$797K 2.87% 9
2024
Q4 		$21.1M Buy
163,216
+11,344
+7% +$1.52M 2.71% 9
2024
Q3 		$20.1M Buy
151,872
+8,892
+6% +$1.12M 2.54% 12
2024
Q2 		$17.3M Buy
142,980
+1,005
+0.7% +$122K 2.32% 11
2024
Q1 		$17.8M Buy
141,975
+6,754
+5% +$795K 2.39% 11
2023
Q4 		$15.7M Sell
135,221
-517
-0.4% -$55.1K 2.21% 11
2023
Q3 		$14.2M Sell
135,738
-2,763
-2% -$304K 2.16% 11
2023
Q2 		$15.2M Buy
138,501
+2,469
+2% +$260K 2.21% 11
2023
Q1 		$14.4M Sell
136,032
-1,185
-0.9% -$129K 2.23% 11
2022
Q4 		$14.5M Buy
137,217
+238
+0.2% +$25K 2.36% 11
2022
Q3 		$13.2M Sell
136,979
-3,100
-2% -$331K 2.42% 10
2022
Q2 		$14.2M Sell
140,079
-14,455
-9% -$1.62M 2.18% 11
2022
Q1 		$18.5M Buy
154,534
+1,617
+1% +$190K 2.5% 12
2021
Q4 		$18.7M Buy
+152,917
New +$18.3M 2.45% 11

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

RTD Financial Advisors's IWS Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.41% in Q2 2026, buying an estimated $93.3K and bringing the position to 143,704 shares worth $23.7M. The position accounts for 2.58% of the portfolio, ranked #9.

RTD Financial Advisors first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • RTD Financial Advisors held 143,704 shares of iShares Russell Mid-Cap Value ETF worth $23.7M as of Q2 2026.
  • RTD Financial Advisors bought 591 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $93.3K.
  • iShares Russell Mid-Cap Value ETF made up 2.58% of RTD Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • RTD Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.