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

Vance Wealth’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 		$3.61M Sell
21,955
-1,410
-6% -$222K 0.81% 31
2026
Q1 		$3.41M Sell
23,365
-606
-3% -$89.9K 0.98% 27
2025
Q4 		$3.38M Sell
23,971
-1,749
-7% -$245K 1% 24
2025
Q3 		$3.59M Sell
25,720
-2,251
-8% -$308K 1.1% 21
2025
Q2 		$3.7M Sell
27,971
-11,034
-28% -$1.38M 1.25% 17
2025
Q1 		$4.91M Sell
39,005
-5,309
-12% -$691K 1.85% 11
2024
Q4 		$5.73M Sell
44,314
-863
-2% -$116K 2.21% 10
2024
Q3 		$5.97M Buy
45,177
+2,889
+7% +$365K 2.26% 10
2024
Q2 		$5.11M Buy
42,288
+2,309
+6% +$281K 2.1% 11
2024
Q1 		$5.01M Buy
39,979
+3,664
+10% +$431K 2% 12
2023
Q4 		$4.22M Buy
36,315
+5,217
+17% +$556K 1.83% 14
2023
Q3 		$3.24M Buy
31,098
+1,170
+4% +$129K 1.52% 17
2023
Q2 		$3.29M Sell
29,928
-4,083
-12% -$430K 1.5% 18
2023
Q1 		$3.61M Buy
34,011
+2,363
+7% +$258K 1.94% 13
2022
Q4 		$3.33M Buy
31,648
+1,912
+6% +$201K 2.08% 10
2022
Q3 		$2.86M Buy
29,736
+4,917
+20% +$525K 2.2% 12
2022
Q2 		$2.52M Buy
24,819
+10,057
+68% +$1.12M 1.95% 11
2022
Q1 		$1.77M Buy
+14,762
New +$1.74M 2.23% 11

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vance Wealth's IWS Position: Q2 2026 in Review

Vance Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6% in Q2 2026, selling an estimated $222K and leaving 21,955 shares worth $3.61M. The position accounts for 0.81% of the portfolio, ranked #31.

Vance Wealth first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.97M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Vance Wealth held 21,955 shares of iShares Russell Mid-Cap Value ETF worth $3.61M as of Q2 2026.
  • Vance Wealth sold 1,410 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $222K.
  • iShares Russell Mid-Cap Value ETF made up 0.81% of Vance Wealth's portfolio in Q2 2026, its #31 holding.
  • Vance Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Vance Wealth's iShares Russell Mid-Cap Value ETF position peaked at $5.97M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.