Summit Wealth Group (Colorado)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Summit Wealth Group (Colorado)’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	$9.11M	Buy	55,347 +4,615	+9%	+$728K	0.75%	20
2026 Q1	$7.42M	Buy	50,732 +33,595	+196%	+$4.99M	0.78%	21
2025 Q4	$2.42M	Buy	17,137 +16,022	+1,437%	+$2.24M	0.32%	48
2025 Q3	$249K	Sell	1,115 -15,996	-93%	-$2.19M	0.03%	409
2025 Q2	$2.26M	Buy	+17,111	New	+$2.15M	0.57%	45

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

Summit Wealth Group (Colorado)'s IWS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.1% in Q2 2026, buying an estimated $728K and bringing the position to 55,347 shares worth $9.11M. The position accounts for 0.75% of the portfolio, ranked #20.

Summit Wealth Group (Colorado) first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Summit Wealth Group (Colorado) held 55,347 shares of iShares Russell Mid-Cap Value ETF worth $9.11M as of Q2 2026.
Summit Wealth Group (Colorado) bought 4,615 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $728K.
iShares Russell Mid-Cap Value ETF made up 0.75% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #20 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,044 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.