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

Signal Advisors Wealth’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	$785K	Sell	4,770 -293	-6%	-$46.2K	0.04%	325
2026 Q1	$738K	Sell	5,063 -143	-3%	-$21.2K	0.05%	299
2025 Q4	$734K	Sell	5,206 -182	-3%	-$25.4K	0.06%	243
2025 Q3	$753K	Buy	5,388 +2,035	+61%	+$278K	0.07%	205
2025 Q2	$443K	Sell	3,353 -1,121	-25%	-$141K	0.03%	312
2025 Q1	$564K	Buy	4,474 +291	+7%	+$37.9K	0.06%	260
2024 Q4	$541K	Sell	4,183 -288	-6%	-$38.5K	0.06%	253
2024 Q3	$591K	Buy	+4,471	New	+$565K	0.08%	227
2024 Q2	–	Sell	-7,583	Closed	-$950K	–	184
2024 Q1	$950K	Buy	7,583 +5,471	+259%	+$644K	0.24%	93
2023 Q4	$246K	Buy	+2,112	New	+$225K	0.09%	195

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

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

Signal Advisors Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.8% in Q2 2026, selling an estimated $46.2K and leaving 4,770 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #325.

Signal Advisors Wealth first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $950K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Signal Advisors Wealth held 4,770 shares of iShares Russell Mid-Cap Value ETF worth $785K as of Q2 2026.
Signal Advisors Wealth sold 293 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $46.2K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #325 holding.
Signal Advisors Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares Russell Mid-Cap Value ETF position peaked at $950K in Q1 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.