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Sound Income Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sound Income Strategies’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
-521
Closed -$76.4K – 1440
2026
Q1 		$76.4K Buy
521
+16
+3% +$2.38K ﹤0.01% 687
2025
Q4 		$74.8K Buy
505
+36
+8% +$5.03K ﹤0.01% 674
2025
Q3 		$65.2K Sell
469
-248
-35% -$33.9K ﹤0.01% 502
2025
Q2 		$94.7K Buy
717
+63
+10% +$7.9K 0.01% 392
2025
Q1 		$82.4K Sell
654
-31
-5% -$4.04K ﹤0.01% 420
2024
Q4 		$88.6K Sell
685
-33
-5% -$4.42K 0.01% 371
2024
Q3 		$95K Buy
718
+25
+4% +$3.16K 0.01% 348
2024
Q2 		$83.7K Sell
693
-95
-12% -$11.5K 0.01% 360
2024
Q1 		$98.8K Sell
788
-311
-28% -$36.6K 0.01% 310
2023
Q4 		$128K Sell
1,099
-51
-4% -$5.43K 0.01% 249
2023
Q3 		$120K Sell
1,150
-17
-1% -$1.87K 0.01% 184
2023
Q2 		$128K Sell
1,167
-289
-20% -$30.4K 0.01% 185
2023
Q1 		$155K Sell
1,456
-448
-24% -$48.9K 0.02% 165
2022
Q4 		$201K Sell
1,904
-830
-30% -$87K 0.03% 140
2022
Q3 		$263K Buy
2,734
+15
+0.6% +$1.6K 0.04% 121
2022
Q2 		$276K Sell
2,719
-231
-8% -$25.8K 0.04% 123
2022
Q1 		$353K Sell
2,950
-90
-3% -$10.6K 0.04% 118
2021
Q4 		$372K Sell
3,040
-128
-4% -$15.3K 0.04% 121
2021
Q3 		$359K Sell
3,168
-364
-10% -$42.1K 0.05% 119
2021
Q2 		$406K Buy
+3,532
New +$405K 0.06% 119
2020
Q2 		– Sell
-45
Closed -$3K – 823
2020
Q1 		$3K Hold
45
– – ﹤0.01% 531
2019
Q4 		$4K Sell
45
-85
-65% -$7.76K ﹤0.01% 490
2019
Q3 		$12K Hold
130
– – ﹤0.01% 286
2019
Q2 		$12K Hold
130
– – ﹤0.01% 303
2019
Q1 		$11K Hold
130
– – 0.01% 317
2018
Q4 		$10K Hold
130
– – 0.01% 325
2018
Q3 		$12K Hold
130
– – 0.01% 317
2018
Q2 		$12K Hold
130
– – 0.01% 279
2018
Q1 		$11K Hold
130
– – 0.01% 272
2017
Q4 		$11K Buy
+130
New +$11.3K 0.01% 204

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Sound Income Strategies's IWS Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 521 shares — an estimated $76.4K sold.

Sound Income Strategies first reported a position in IWS in Q4 2017 and held it in 30 quarters. The position peaked at $406K in Q2 2021. 795 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 521 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $76.4K.
  • Sound Income Strategies first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 30 quarters.
  • Sound Income Strategies's iShares Russell Mid-Cap Value ETF position peaked at $406K in Q2 2021.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.