Secure Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Secure Asset Management’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	$1.76M	Sell	10,719 -843	-7%	-$133K	0.25%	103
2026 Q1	$1.69M	Sell	11,562 -1,322	-10%	-$196K	0.27%	97
2025 Q4	$1.82M	Buy	+12,884	New	+$1.8M	0.28%	95
2025 Q1	–	Sell	-1,598	Closed	-$207K	–	341
2024 Q4	$207K	Sell	1,598 -22	-1%	-$2.94K	0.03%	304
2024 Q3	$214K	Buy	+1,620	New	+$205K	0.04%	288

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 19.34% 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 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

Secure Asset Management's IWS Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.3% in Q2 2026, selling an estimated $133K and leaving 10,719 shares worth $1.76M. The position accounts for 0.25% of the portfolio, ranked #103.

Secure Asset Management first reported a position in IWS in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Secure Asset Management held 10,719 shares of iShares Russell Mid-Cap Value ETF worth $1.76M as of Q2 2026.
Secure Asset Management sold 843 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $133K.
iShares Russell Mid-Cap Value ETF made up 0.25% of Secure Asset Management's portfolio in Q2 2026, its #103 holding.
Secure Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
Secure Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $1.82M in Q4 2025.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.