Triangle Securities Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Triangle Securities 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	$255K	Sell	1,552 -23	-1%	-$3.63K	0.05%	200
2026 Q1	$230K	Sell	1,575 -58	-4%	-$8.61K	0.05%	196
2025 Q4	$230K	Buy	1,633 +13	+0.8%	+$1.82K	0.05%	199
2025 Q3	$226K	Sell	1,620 -59	-4%	-$8.06K	0.05%	199
2025 Q2	$222K	Sell	1,679 -25	-1%	-$3.14K	0.05%	194
2025 Q1	$215K	Buy	1,704 +3	+0.2%	+$391	0.06%	198
2024 Q4	$220K	Buy	1,701 +70	+4%	+$9.37K	0.06%	192
2024 Q3	$216K	Buy	+1,631	New	+$206K	0.06%	192
2024 Q2	–	Sell	-1,625	Closed	-$204K	–	198
2024 Q1	$204K	Buy	+1,625	New	+$191K	0.06%	192
2018 Q4	–	Sell	-3,710	Closed	-$335K	–	141
2018 Q3	$335K	Sell	3,710 -40	-1%	-$3.62K	0.18%	119
2018 Q2	$332K	Buy	3,750 +65	+2%	+$5.71K	0.19%	116
2018 Q1	$318K	Sell	3,685 -20	-0.5%	-$1.77K	0.18%	113
2017 Q4	$330K	Buy	3,705 +300	+9%	+$26.1K	0.19%	112
2017 Q3	$289K	Buy	3,405 +155	+5%	+$13K	0.17%	116
2017 Q2	$273K	Hold	3,250	–	–	0.18%	114
2017 Q1	$270K	Buy	+3,250	New	+$269K	0.17%	114
2013 Q3	–	Sell	-350	Closed	-$20K	–	257
2013 Q2	$20K	Buy	+350	New	+$20.3K	0.01%	382

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Triangle Securities Wealth Management's IWS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q2 2026, selling an estimated $3.63K and leaving 1,552 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #200.

Triangle Securities Wealth Management first reported a position in IWS in Q2 2013 and has held it in 17 quarters since. The position peaked at $335K in Q3 2018. 205 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Triangle Securities Wealth Management held 1,552 shares of iShares Russell Mid-Cap Value ETF worth $255K as of Q2 2026.
Triangle Securities Wealth Management sold 23 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.63K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #200 holding.
Triangle Securities Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
Triangle Securities Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $335K in Q3 2018.
205 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.