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Sherman Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sherman Wealth 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 		$601K Sell
3,649
-54
-1% -$8.52K 0.45% 45
2026
Q1 		$540K Sell
3,703
-15
-0.4% -$2.23K 0.46% 46
2025
Q4 		$524K Buy
+3,718
New +$520K 0.46% 48

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
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
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

Sherman Wealth Management's IWS Position: Q2 2026 in Review

Sherman Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q2 2026, selling an estimated $8.52K and leaving 3,649 shares worth $601K. The position accounts for 0.45% of the portfolio, ranked #45.

Sherman Wealth Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Sherman Wealth Management held 3,649 shares of iShares Russell Mid-Cap Value ETF worth $601K as of Q2 2026.
  • Sherman Wealth Management sold 54 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.52K.
  • iShares Russell Mid-Cap Value ETF made up 0.45% of Sherman Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Sherman Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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