Savvy Advisors Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Savvy Advisors Inc’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	$849K	Buy	5,158 +1,588	+44%	+$251K	0.02%	579
2026 Q1	$520K	Sell	3,570 -368	-9%	-$54.6K	0.01%	651
2025 Q4	$556K	Sell	3,938 -971	-20%	-$136K	0.02%	535
2025 Q3	$686K	Buy	4,909 +2,761	+129%	+$377K	0.03%	348
2025 Q2	$284K	Sell	2,148 -3,006	-58%	-$377K	0.02%	507
2025 Q1	$649K	Buy	5,154 +1,041	+25%	+$136K	0.07%	238
2024 Q4	$532K	Buy	+4,113	New	+$551K	0.06%	235

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 19.28% 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

Savvy Advisors Inc's IWS Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 44% in Q2 2026, buying an estimated $251K and bringing the position to 5,158 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #579.

Savvy Advisors Inc first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Savvy Advisors Inc held 5,158 shares of iShares Russell Mid-Cap Value ETF worth $849K as of Q2 2026.
Savvy Advisors Inc bought 1,588 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $251K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #579 holding.
Savvy Advisors Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.