Strategic Blueprint’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Strategic Blueprint’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	$3.17M	Buy	19,284 +749	+4%	+$118K	0.16%	143
2026 Q1	$2.7M	Sell	18,535 -1,678	-8%	-$249K	0.16%	143
2025 Q4	$2.85M	Buy	20,213 +2,927	+17%	+$409K	0.17%	133
2025 Q3	$2.41M	Buy	+17,286	New	+$2.36M	0.11%	182
2021 Q3	–	Sell	-244	Closed	-$28K	–	862
2021 Q2	$28K	Buy	+244	New	+$28K	﹤0.01%	740

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Blueprint's IWS Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4% in Q2 2026, buying an estimated $118K and bringing the position to 19,284 shares worth $3.17M. The position accounts for 0.16% of the portfolio, ranked #143.

Strategic Blueprint first reported a position in IWS in Q2 2021 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Strategic Blueprint held 19,284 shares of iShares Russell Mid-Cap Value ETF worth $3.17M as of Q2 2026.
Strategic Blueprint bought 749 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $118K.
iShares Russell Mid-Cap Value ETF made up 0.16% of Strategic Blueprint's portfolio in Q2 2026, its #143 holding.
Strategic Blueprint first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 5 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.