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RWA Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

RWA Wealth Partners’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 		$2.49M Sell
15,112
-34
-0.2% -$5.37K 0.02% 248
2026
Q1 		$2.21M Sell
15,146
-7,886
-34% -$1.17M 0.02% 242
2025
Q4 		$3.25M Hold
23,032
– – 0.04% 209
2025
Q3 		$3.22M Sell
23,032
-4,788
-17% -$654K 0.04% 217
2025
Q2 		$3.68M Buy
27,820
+45
+0.2% +$5.64K 0.05% 191
2025
Q1 		$3.5M Sell
27,775
-155
-0.6% -$20.2K 0.04% 185
2024
Q4 		$3.61M Hold
27,930
– – 0.04% 186
2024
Q3 		$3.69M Sell
27,930
-2,954
-10% -$373K 0.05% 183
2024
Q2 		$3.73M Hold
30,884
– – 0.05% 169
2024
Q1 		$3.87M Hold
30,884
– – 0.05% 166
2023
Q4 		$3.59M Sell
30,884
-345
-1% -$36.8K 0.05% 160
2023
Q3 		$3.26M Buy
31,229
+235
+0.8% +$25.9K 0.07% 104
2023
Q2 		$3.4M Buy
+30,994
New +$3.26M 0.07% 97
2020
Q2 		– Sell
-10,456
Closed -$670K – 217
2020
Q1 		$670K Buy
10,456
+7,854
+302% +$672K 0.09% 116
2019
Q4 		$247K Sell
2,602
-29,461
-92% -$2.69M 0.02% 215
2019
Q3 		$2.88M Sell
32,063
-2,343
-7% -$208K 0.3% 74
2019
Q2 		$3.07M Sell
34,406
-1,534
-4% -$135K 0.33% 72
2019
Q1 		$3.12M Buy
35,940
+13,726
+62% +$1.16M 0.36% 70
2018
Q4 		$1.7M Sell
22,214
-22,014
-50% -$1.84M 0.22% 90
2018
Q3 		$3.99M Sell
44,228
-4,902
-10% -$444K 0.45% 48
2018
Q2 		$4.35M Buy
49,130
+49,115
+327,433% +$4.32M 0.49% 47
2018
Q1 		$1K Buy
+15
New +$1.33K ﹤0.01% 571

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWA Wealth Partners's IWS Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.22% in Q2 2026, selling an estimated $5.37K and leaving 15,112 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #248.

RWA Wealth Partners first reported a position in IWS in Q1 2018 and has held it in 22 quarters since. The position peaked at $4.35M in Q2 2018. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • RWA Wealth Partners held 15,112 shares of iShares Russell Mid-Cap Value ETF worth $2.49M as of Q2 2026.
  • RWA Wealth Partners sold 34 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $5.37K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • RWA Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 22 quarters since.
  • RWA Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $4.35M in Q2 2018.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.