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

Simplicity 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	$6.04M	Sell	36,715 -1,918	-5%	-$303K	0.2%	113
2026 Q1	$5.63M	Buy	38,633 +2,171	+6%	+$322K	0.32%	69
2025 Q4	$5.14M	Sell	36,462 -2,695	-7%	-$377K	0.31%	69
2025 Q3	$5.47M	Sell	39,157 -34,357	-47%	-$4.7M	0.32%	72
2025 Q2	$9.71M	Buy	73,514 +40,151	+120%	+$5.04M	0.4%	52
2025 Q1	$4.2M	Buy	33,363 +31,448	+1,642%	+$4.09M	0.33%	66
2024 Q4	$248K	Sell	1,915 -28,437	-94%	-$3.81M	0.05%	265
2024 Q3	$4.01M	Sell	30,352 -49,702	-62%	-$6.28M	0.37%	58
2024 Q2	$9.67M	Sell	80,054 -27,615	-26%	-$3.36M	0.22%	92
2024 Q1	$13.5M	Buy	107,669 +49,748	+86%	+$5.86M	0.32%	59
2023 Q4	$6.74M	Sell	57,921 -2,657	-4%	-$283K	2.61%	11
2023 Q3	$6.32M	Buy	60,578 +2,945	+5%	+$325K	3.7%	11
2023 Q2	$6.33M	Sell	57,633 -983	-2%	-$104K	3.94%	10
2023 Q1	$6.22M	Buy	58,616 +13,226	+29%	+$1.44M	4.14%	9
2022 Q4	$4.78M	Buy	45,390 +42,840	+1,680%	+$4.49M	4.22%	8
2022 Q3	$245K	Buy	+2,550	New	+$272K	0.33%	64

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

Simplicity Wealth's IWS Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5% in Q2 2026, selling an estimated $303K and leaving 36,715 shares worth $6.04M. The position accounts for 0.2% of the portfolio, ranked #113.

Simplicity Wealth first reported a position in IWS in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Simplicity Wealth held 36,715 shares of iShares Russell Mid-Cap Value ETF worth $6.04M as of Q2 2026.
Simplicity Wealth sold 1,918 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $303K.
iShares Russell Mid-Cap Value ETF made up 0.2% of Simplicity Wealth's portfolio in Q2 2026, its #113 holding.
Simplicity Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Simplicity Wealth's iShares Russell Mid-Cap Value ETF position peaked at $13.5M in Q1 2024.
1,044 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.