Tower View Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Tower View Wealth Management’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	$10.1K	Hold	61	–	–	﹤0.01%	153
2026 Q1	$8.9K	Hold	61	–	–	﹤0.01%	149
2025 Q4	$8.59K	Hold	61	–	–	﹤0.01%	136
2025 Q3	$8.46K	Buy	61 +1	+2%	+$137	﹤0.01%	130
2025 Q2	$7.97K	Hold	60	–	–	﹤0.01%	148
2025 Q1	$7.57K	Hold	60	–	–	﹤0.01%	138
2024 Q4	$7.75K	Hold	60	–	–	﹤0.01%	134
2024 Q3	$7.89K	Buy	60 +1	+2%	+$126	﹤0.01%	146
2024 Q2	$7.17K	Hold	59	–	–	﹤0.01%	141
2024 Q1	$7.42K	Hold	59	–	–	﹤0.01%	142
2023 Q4	$7K	Buy	59 +1	+2%	+$107	﹤0.01%	137
2023 Q3	$6K	Sell	58 -29	-33%	-$3.2K	﹤0.01%	133
2023 Q2	$10K	Hold	87	–	–	0.01%	118
2023 Q1	$9K	Hold	87	–	–	0.01%	118
2022 Q4	$9K	Sell	87 -17	-16%	-$1.78K	0.01%	122
2022 Q3	$10K	Buy	104 +47	+82%	+$5.02K	0.01%	117
2022 Q2	$6K	Hold	57	–	–	﹤0.01%	132
2022 Q1	$7K	Hold	57	–	–	﹤0.01%	156
2021 Q4	$7K	Hold	57	–	–	﹤0.01%	166
2021 Q3	$6K	Hold	57	–	–	﹤0.01%	197
2021 Q2	$7K	Hold	57	–	–	﹤0.01%	146
2021 Q1	$6K	Buy	+57	New	+$5.94K	﹤0.01%	158

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

Tower View Wealth Management's IWS Position: Q2 2026 in Review

Tower View Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 61 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Tower View Wealth Management first reported a position in IWS in Q1 2021 and has held it in 22 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Tower View Wealth Management held 61 shares of iShares Russell Mid-Cap Value ETF worth $10.1K as of Q2 2026.
Tower View Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #153 holding.
Tower View Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.