True Link Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

True Link Financial Advisors’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	–	Sell	-55	Closed	-$8.02K	–	249
2026 Q1	$8.02K	Buy	+55	New	+$8.16K	﹤0.01%	337

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 19.28% 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

True Link Financial Advisors's IWS Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 55 shares — an estimated $8.02K sold.

True Link Financial Advisors first reported a position in IWS in Q1 2026 and held it in 1 quarter. The position peaked at $8.02K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

True Link Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 55 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.02K.
True Link Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
True Link Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $8.02K in Q1 2026.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.