SWMG LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SWMG LLC’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	$232K	Buy	+1,373	New	+$230K	0.05%	111

Other funds holding IWS

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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

SWMG LLC's IWS Position: Q3 2026 in Review

SWMG LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 1,373 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #111 among its holdings.

450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

SWMG LLC held 1,373 shares of iShares Russell Mid-Cap Value ETF worth $232K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new SWMG LLC position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.05% of SWMG LLC's portfolio in Q3 2026, its #111 holding.
450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.