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

Sagespring 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	$340K	Buy	2,067 +296	+17%	+$46.7K	0.01%	642
2026 Q1	$258K	Sell	1,771 -37	-2%	-$5.49K	﹤0.01%	706
2025 Q4	$255K	Sell	1,808 -1,498	-45%	-$209K	﹤0.01%	678
2025 Q3	$462K	Buy	3,306 +125	+4%	+$17.1K	0.01%	478
2025 Q2	$420K	Sell	3,181 -9	-0.3%	-$1.13K	0.01%	480
2025 Q1	$402K	Sell	3,190 -299	-9%	-$38.9K	0.01%	439
2024 Q4	$451K	Buy	+3,489	New	+$467K	0.01%	372

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Sagespring Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 17% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,067 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #642.

Sagespring Wealth Partners first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q3 2025. 744 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Sagespring Wealth Partners held 2,067 shares of iShares Russell Mid-Cap Value ETF worth $340K as of Q2 2026.
Sagespring Wealth Partners bought 296 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $46.7K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #642 holding.
Sagespring Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $462K in Q3 2025.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.