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

Strategic Wealth Partners’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	$33.1K	Buy	201 +144	+253%	+$22.7K	﹤0.01%	625
2026 Q1	$8.31K	Hold	57	–	–	﹤0.01%	929
2025 Q4	$8.04K	Buy	+57	New	+$7.97K	﹤0.01%	941
2019 Q2	–	Sell	-199	Closed	-$17K	–	782
2019 Q1	$17K	Hold	199	–	–	0.01%	396
2018 Q4	$16K	Hold	199	–	–	0.01%	373
2018 Q3	$18K	Hold	199	–	–	0.01%	361
2018 Q2	$18K	Sell	199 -29	-13%	-$2.55K	0.01%	425
2018 Q1	$20K	Hold	228	–	–	0.01%	357
2017 Q4	$20K	Buy	+228	New	+$19.8K	0.01%	354

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 Wealth Partners's IWS Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 253% in Q2 2026, buying an estimated $22.7K and bringing the position to 201 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Strategic Wealth Partners first reported a position in IWS in Q4 2017 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Strategic Wealth Partners held 201 shares of iShares Russell Mid-Cap Value ETF worth $33.1K as of Q2 2026.
Strategic Wealth Partners bought 144 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $22.7K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #625 holding.
Strategic Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 9 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.