Strategies Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Strategies Wealth Advisors’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	$398K	Hold	2,420	–	–	0.04%	136
2026 Q1	$353K	Hold	2,420	–	–	0.04%	126
2025 Q4	$341K	Hold	2,420	–	–	0.03%	126
2025 Q3	$338K	Hold	2,420	–	–	0.04%	136
2025 Q2	$320K	Hold	2,420	–	–	0.03%	135
2025 Q1	$305K	Buy	+2,420	New	+$315K	0.04%	136

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

Strategies Wealth Advisors's IWS Position: Q2 2026 in Review

Strategies Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,420 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #136.

Strategies Wealth Advisors first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Strategies Wealth Advisors held 2,420 shares of iShares Russell Mid-Cap Value ETF worth $398K as of Q2 2026.
Strategies Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Strategies Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.