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

Summit 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 		$219K Buy
+1,332
New +$210K 0.03% 272
2025
Q4 		– Sell
-1,612
Closed -$225K – 213
2025
Q3 		$225K Sell
1,612
-21
-1% -$2.87K 0.04% 203
2025
Q2 		$216K Sell
1,633
-293
-15% -$36.8K 0.04% 206
2025
Q1 		$243K Sell
1,926
-90
-4% -$11.7K 0.05% 189
2024
Q4 		$261K Sell
2,016
-1,270
-39% -$170K 0.05% 178
2024
Q3 		$435K Sell
3,286
-223
-6% -$28.2K 0.08% 150
2024
Q2 		$424K Sell
3,509
-1,020
-23% -$124K 0.09% 146
2024
Q1 		$568K Buy
4,529
+474
+12% +$55.8K 0.12% 118
2023
Q4 		$472K Sell
4,055
-79
-2% -$8.42K 0.11% 124
2023
Q3 		$431K Sell
4,134
-338
-8% -$37.2K 0.11% 120
2023
Q2 		$491K Buy
4,472
+52
+1% +$5.48K 0.12% 105
2023
Q1 		$469K Buy
4,420
+161
+4% +$17.6K 0.12% 109
2022
Q4 		$449K Buy
4,259
+10
+0.2% +$1.05K 0.12% 114
2022
Q3 		$408K Sell
4,249
-1,064
-20% -$114K 0.12% 104
2022
Q2 		$540K Sell
5,313
-2,044
-28% -$229K 0.14% 88
2022
Q1 		$880K Buy
7,357
+66
+0.9% +$7.77K 0.2% 63
2021
Q4 		$892K Buy
7,291
+473
+7% +$56.5K 0.19% 60
2021
Q3 		$772K Sell
6,818
-12
-0.2% -$1.39K 0.18% 65
2021
Q2 		$785K Buy
6,830
+166
+2% +$19K 0.19% 66
2021
Q1 		$728K Buy
6,664
+2,827
+74% +$294K 0.19% 70
2020
Q4 		$372K Buy
+3,837
New +$346K 0.1% 101
2020
Q1 		– Sell
-2,571
Closed -$244K – 117
2019
Q4 		$244K Buy
+2,571
New +$235K 0.08% 106

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Summit Wealth Partners's IWS Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,332 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: Summit Wealth Partners previously reported a position in IWS as recently as Q3 2025.

Summit Wealth Partners first reported a position in IWS in Q4 2019 and has held it in 22 quarters since. The position peaked at $892K in Q4 2021. 554 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Summit Wealth Partners held 1,332 shares of iShares Russell Mid-Cap Value ETF worth $219K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Summit Wealth Partners position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #272 holding.
  • Summit Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 22 quarters since.
  • Summit Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $892K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.