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

SVB Wealth’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 		$45.5M Buy
276,422
+15,220
+6% +$2.4M 2.87% 7
2026
Q1 		$38.1M Sell
261,202
-1,424
-0.5% -$211K 2.51% 9
2025
Q4 		$37M Sell
262,626
-28,208
-10% -$3.94M 2.18% 10
2025
Q3 		$40.6M Buy
290,834
+12,077
+4% +$1.65M 2.19% 10
2025
Q2 		$36.8M Buy
+278,757
New +$35M 1.97% 10
2025
Q1 		– Sell
-298,260
Closed -$38.6M – 1645
2024
Q4 		$38.6M Buy
298,260
+237,538
+391% +$31.8M 0.72% 16
2024
Q3 		$8.03M Sell
60,722
-173,362
-74% -$21.9M 6.83% 5
2024
Q2 		$28.3M Buy
234,084
+33,629
+17% +$4.09M 0.7% 23
2024
Q1 		$25.1M Buy
200,455
+97,441
+95% +$11.5M 0.56% 38
2023
Q4 		$12M Buy
103,014
+88,003
+586% +$9.38M 0.29% 88
2023
Q3 		$1.57M Buy
15,011
+6,079
+68% +$670K 0.03% 261
2023
Q2 		$981K Sell
8,932
-1,404
-14% -$148K 0.02% 348
2023
Q1 		$1.1M Sell
10,336
-983
-9% -$107K 0.02% 356
2022
Q4 		$1.19M Sell
11,319
-202
-2% -$21.2K 0.02% 364
2022
Q3 		$1.11M Buy
11,521
+743
+7% +$79.4K 0.02% 350
2022
Q2 		$1.09M Buy
10,778
+169
+2% +$18.9K 0.02% 307
2022
Q1 		$1.27M Buy
10,609
+30
+0.3% +$3.53K 0.02% 286
2021
Q4 		$1.29M Buy
10,579
+115
+1% +$13.7K 0.02% 271
2021
Q3 		$1.19M Buy
10,464
+17
+0.2% +$1.97K 0.02% 358
2021
Q2 		$1.2M Sell
10,447
-86
-0.8% -$9.86K 0.02% 354
2021
Q1 		$1.15M Buy
10,533
+714
+7% +$74.4K 0.02% 327
2020
Q4 		$952K Sell
9,819
-372
-4% -$33.5K 0.01% 339
2020
Q3 		$824K Buy
10,191
+174
+2% +$14.1K 0.01% 323
2020
Q2 		$767K Sell
10,017
-3,241
-24% -$236K 0.01% 306
2020
Q1 		$850K Sell
13,258
-921
-6% -$78.8K 0.02% 250
2019
Q4 		$1.34M Buy
14,179
+768
+6% +$70.2K 0.02% 259
2019
Q3 		$1.2M Buy
13,411
+945
+8% +$83.7K 0.02% 254
2019
Q2 		$1.11M Buy
+12,466
New +$1.09M 0.04% 270

Other funds holding IWS

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

SVB Wealth's IWS Position: Q2 2026 in Review

SVB Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.8% in Q2 2026, buying an estimated $2.4M and bringing the position to 276,422 shares worth $45.5M. The position accounts for 2.87% of the portfolio, ranked #7.

SVB Wealth first reported a position in IWS in Q2 2019 and has held it in 28 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • SVB Wealth held 276,422 shares of iShares Russell Mid-Cap Value ETF worth $45.5M as of Q2 2026.
  • SVB Wealth bought 15,220 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.4M.
  • iShares Russell Mid-Cap Value ETF made up 2.87% of SVB Wealth's portfolio in Q2 2026, its #7 holding.
  • SVB Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.