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

Triad 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	$427K	Sell	2,531 -2,663	-51%	-$420K	0.03%	357
2026 Q1	$757K	Buy	+5,194	New	+$771K	0.06%	209
2024 Q3	–	Sell	-353	Closed	-$42.6K	–	476
2024 Q2	$42.6K	Buy	+353	New	+$42.9K	0.02%	252

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

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

Triad Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 51% in Q2 2026, selling an estimated $420K and leaving 2,531 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #357.

Triad Wealth Partners first reported a position in IWS in Q2 2024 and has held it in 3 quarters since. The position peaked at $757K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Triad Wealth Partners held 2,531 shares of iShares Russell Mid-Cap Value ETF worth $427K as of Q2 2026.
Triad Wealth Partners sold 2,663 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $420K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #357 holding.
Triad Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
Triad Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $757K in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.