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Split Rock Private Trading & Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Split Rock Private Trading & 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 		$240K Sell
1,461
-59
-4% -$9.31K 0.16% 42
2026
Q1 		$222K Sell
1,520
-11
-0.7% -$1.63K 0.17% 38
2025
Q4 		$216K Buy
+1,531
New +$214K 0.17% 32

Other funds holding IWS

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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's IWS Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.9% in Q2 2026, selling an estimated $9.31K and leaving 1,461 shares worth $240K. The position accounts for 0.16% of the portfolio, ranked #42.

Split Rock Private Trading & Wealth Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 1,461 shares of iShares Russell Mid-Cap Value ETF worth $240K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 59 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $9.31K.
  • iShares Russell Mid-Cap Value ETF made up 0.16% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.