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

SkyOak 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 		$324K Hold
1,969
– – 0.05% 172
2026
Q1 		$287K Hold
1,969
– – 0.05% 186
2025
Q4 		$278K Sell
1,969
-38
-2% -$5.31K 0.05% 195
2025
Q3 		$280K Sell
2,007
-51
-2% -$6.97K 0.05% 196
2025
Q2 		$272K Hold
2,058
– – 0.05% 189
2025
Q1 		$259K Sell
2,058
-5
-0.2% -$651 0.06% 189
2024
Q4 		$267K Sell
2,063
-5
-0.2% -$669 0.06% 201
2024
Q3 		$273K Hold
2,068
– – 0.06% 185
2024
Q2 		$250K Sell
2,068
-412
-17% -$50.1K 0.06% 200
2024
Q1 		$311K Buy
2,480
+107
+5% +$12.6K 0.07% 182
2023
Q4 		$276K Hold
2,373
– – 0.07% 196
2023
Q3 		$248K Buy
2,373
+61
+3% +$6.72K 0.07% 192
2023
Q2 		$254K Buy
2,312
+375
+19% +$39.5K 0.07% 194
2023
Q1 		$206K Sell
1,937
-394
-17% -$43K 0.06% 224
2022
Q4 		$246K Buy
2,331
+136
+6% +$14.3K 0.08% 178
2022
Q3 		$211K Buy
2,195
+167
+8% +$17.8K 0.08% 188
2022
Q2 		$206K Hold
2,028
– – 0.07% 185
2022
Q1 		$243K Buy
+2,028
New +$239K 0.07% 197
2021
Q1 		– Sell
-2,119
Closed -$205K – 244
2020
Q4 		$205K Buy
+2,119
New +$191K 0.06% 201
2020
Q3 		– Sell
-32,423
Closed -$2.48M – 220
2020
Q2 		$2.48M Sell
32,423
-398
-1% -$29K 0.92% 27
2020
Q1 		$2.1M Buy
32,821
+7,566
+30% +$647K 1.07% 24
2019
Q4 		$2.39M Buy
+25,255
New +$2.31M 0.74% 38

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SkyOak Wealth's IWS Position: Q2 2026 in Review

SkyOak Wealth held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,969 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #172.

SkyOak Wealth first reported a position in IWS in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.48M in Q2 2020. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • SkyOak Wealth held 1,969 shares of iShares Russell Mid-Cap Value ETF worth $324K as of Q2 2026.
  • SkyOak Wealth left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #172 holding.
  • SkyOak Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 22 quarters since.
  • SkyOak Wealth's iShares Russell Mid-Cap Value ETF position peaked at $2.48M in Q2 2020.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.