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

Spire Wealth Management’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	$628K	Sell	3,815 -1,046	-22%	-$165K	0.02%	500
2026 Q1	$708K	Buy	4,861 +35	+0.7%	+$5.2K	0.02%	451
2025 Q4	$681K	Buy	4,826 +36	+0.8%	+$5.03K	0.02%	473
2025 Q3	$669K	Buy	4,790 +451	+10%	+$61.6K	0.02%	458
2025 Q2	$573K	Sell	4,339 -546	-11%	-$68.5K	0.02%	479
2025 Q1	$615K	Sell	4,885 -100	-2%	-$13K	0.02%	515
2024 Q4	$645K	Sell	4,985 -90	-2%	-$12K	0.02%	497
2024 Q3	$671K	Hold	5,075	–	–	0.02%	458
2024 Q2	$613K	Sell	5,075 -380	-7%	-$46.2K	0.02%	447
2024 Q1	$684K	Sell	5,455 -212	-4%	-$25K	0.01%	447
2023 Q4	$646K	Sell	5,667 -55	-1%	-$5.86K	0.02%	455
2023 Q3	$597K	Sell	5,722 -156	-3%	-$17.2K	0.02%	442
2023 Q2	$646K	Sell	5,878 -603	-9%	-$63.5K	0.02%	433
2023 Q1	$688K	Buy	6,481 +716	+12%	+$78.1K	0.03%	412
2022 Q4	$607K	Sell	5,765 -436	-7%	-$45.7K	0.03%	327
2022 Q3	$596K	Sell	6,201 -30	-0.5%	-$3.21K	0.04%	298
2022 Q2	$633K	Sell	6,231 -413	-6%	-$46.2K	0.03%	418
2022 Q1	$795K	Sell	6,644 -2,314	-26%	-$272K	0.02%	442
2021 Q4	$1.1M	Buy	8,958 +2,237	+33%	+$267K	0.02%	445
2021 Q3	$761K	Sell	6,721 -153	-2%	-$17.7K	0.02%	473
2021 Q2	$767K	Sell	6,874 -634	-8%	-$72.7K	0.02%	492
2021 Q1	$821K	Buy	+7,508	New	+$782K	0.02%	509

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

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Spire Wealth Management's IWS Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 22% in Q2 2026, selling an estimated $165K and leaving 3,815 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #500.

Spire Wealth Management first reported a position in IWS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2021. 220 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Spire Wealth Management held 3,815 shares of iShares Russell Mid-Cap Value ETF worth $628K as of Q2 2026.
Spire Wealth Management sold 1,046 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $165K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #500 holding.
Spire Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.1M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.