Sax Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sax Wealth 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	$656K	Buy	4,502 +657	+17%	+$104K	0.03%	284
2026 Q1	$542K	Sell	3,845 -112	-3%	-$16.6K	0.03%	278
2025 Q4	$558K	Sell	3,957 -760	-16%	-$106K	0.03%	281
2025 Q3	$659K	Buy	4,717 +4	+0.1%	+$547	0.04%	233
2025 Q2	$623K	Buy	4,713 +139	+3%	+$17.4K	0.04%	228
2025 Q1	$576K	Buy	4,574 +1,321	+41%	+$172K	0.04%	199
2024 Q4	$421K	Buy	3,253 +1,674	+106%	+$224K	0.03%	212
2024 Q3	$209K	Buy	+1,579	New	+$200K	0.02%	274

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Sax Wealth Advisors's IWS Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 17% in Q2 2026, buying an estimated $104K and bringing the position to 4,502 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #284.

Sax Wealth Advisors first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. The position peaked at $659K in Q3 2025. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Sax Wealth Advisors held 4,502 shares of iShares Russell Mid-Cap Value ETF worth $656K as of Q2 2026.
Sax Wealth Advisors bought 657 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $104K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #284 holding.
Sax Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Sax Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $659K in Q3 2025.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.