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Sacks & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sacks & Associates’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 		$1.09M Hold
6,498
– – 0.73% 35
2026
Q1 		$947K Hold
6,498
– – 0.7% 35
2025
Q4 		$917K Buy
+6,498
New +$908K 0.67% 36

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

Sacks & Associates's IWS Position: Q2 2026 in Review

Sacks & Associates held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 6,498 shares worth $1.09M. The position accounts for 0.73% of the portfolio, ranked #35.

Sacks & Associates first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Sacks & Associates held 6,498 shares of iShares Russell Mid-Cap Value ETF worth $1.09M as of Q2 2026.
  • Sacks & Associates left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.73% of Sacks & Associates's portfolio in Q2 2026, its #35 holding.
  • Sacks & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.