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

SMART 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 		$453K Sell
2,752
-266
-9% -$42K 0.1% 163
2026
Q1 		$440K Buy
3,018
+41
+1% +$6.09K 0.13% 138
2025
Q4 		$420K Buy
2,977
+147
+5% +$20.6K 0.13% 121
2025
Q3 		$395K Buy
2,830
+470
+20% +$64.2K 0.15% 98
2025
Q2 		$312K Buy
2,360
+506
+27% +$63.5K 0.1% 135
2025
Q1 		$234K Buy
1,854
+118
+7% +$15.4K 0.08% 143
2024
Q4 		$225K Buy
+1,736
New +$232K 0.08% 134

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

SMART Wealth's IWS Position: Q2 2026 in Review

SMART Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.8% in Q2 2026, selling an estimated $42K and leaving 2,752 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #163.

SMART Wealth first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • SMART Wealth held 2,752 shares of iShares Russell Mid-Cap Value ETF worth $453K as of Q2 2026.
  • SMART Wealth sold 266 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $42K.
  • iShares Russell Mid-Cap Value ETF made up 0.1% of SMART Wealth's portfolio in Q2 2026, its #163 holding.
  • SMART Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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