Snider Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Snider Financial Group’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	–	Sell	-1,516	Closed	-$221K	–	110
2026 Q1	$221K	Sell	1,516 -406	-21%	-$60.3K	0.07%	98
2025 Q4	$271K	Sell	1,922 -33	-2%	-$4.61K	0.07%	96
2025 Q3	$273K	Buy	1,955 +3	+0.2%	+$410	0.07%	99
2025 Q2	$258K	Sell	1,952 -513	-21%	-$64.3K	0.07%	101
2025 Q1	$311K	Sell	2,465 -63	-2%	-$8.2K	0.1%	90
2024 Q4	$327K	Buy	+2,528	New	+$338K	0.1%	89

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Snider Financial Group's IWS Position: Q2 2026 in Review

Snider Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,516 shares — an estimated $221K sold.

Snider Financial Group first reported a position in IWS in Q4 2024 and held it in 6 quarters. The position peaked at $327K in Q4 2024. 225 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Snider Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Snider Financial Group sold 1,516 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $221K.
Snider Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
Snider Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $327K in Q4 2024.
225 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.