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 Q3	$8.29M	Sell	51,551 -3,796	-7%	-$636K	0.52%	31
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IWS Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.9% in Q3 2026, selling an estimated $636K and leaving 51,551 shares worth $8.29M. The position accounts for 0.52% of the portfolio, ranked #31.

Summit Wealth Group (Colorado) first reported a position in IWS in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.11M in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Summit Wealth Group (Colorado) held 51,551 shares of iShares Russell Mid-Cap Value ETF worth $8.29M as of Q3 2026.
Summit Wealth Group (Colorado) sold 3,796 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $636K.
iShares Russell Mid-Cap Value ETF made up 0.52% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #31 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s iShares Russell Mid-Cap Value ETF position peaked at $9.11M in Q2 2026.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.