Viewpoint Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Viewpoint Capital 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	$1.07M	Sell	6,522 -777	-11%	-$123K	0.55%	46
2026 Q1	$1.06M	Hold	7,299	–	–	0.5%	49
2025 Q4	$1.03M	Sell	7,299 -1,000	-12%	-$140K	0.45%	53
2025 Q3	$1.16M	Sell	8,299 -40	-0.5%	-$5.47K	0.51%	49
2025 Q2	$1.1M	Sell	8,339 -50	-0.6%	-$6.27K	0.54%	47
2025 Q1	$1.06M	Sell	8,389 -450	-5%	-$58.6K	0.57%	46
2024 Q4	$1.14M	Sell	8,839 -40	-0.5%	-$5.35K	0.6%	44
2024 Q3	$1.17M	Hold	8,879	–	–	0.66%	43
2024 Q2	$1.07M	Hold	8,879	–	–	0.66%	39
2024 Q1	$1.11M	Hold	8,879	–	–	0.71%	35
2023 Q4	$1.03M	Hold	8,879	–	–	0.72%	36
2023 Q3	$926K	Hold	8,879	–	–	0.74%	35
2023 Q2	$975K	Hold	8,879	–	–	0.75%	34
2023 Q1	$943K	Sell	8,879 -225	-2%	-$24.5K	0.85%	33
2022 Q4	$959K	Sell	9,104 -220	-2%	-$23.1K	0.93%	33
2022 Q3	$896K	Sell	9,324 -413	-4%	-$44.1K	0.89%	31
2022 Q2	$989K	Buy	9,737 +338	+4%	+$37.8K	0.93%	29
2022 Q1	$1.12M	Sell	9,399 -2,540	-21%	-$299K	0.87%	29
2021 Q4	$1.46M	Buy	+11,939	New	+$1.43M	1.06%	26

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

Viewpoint Capital Management's IWS Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q2 2026, selling an estimated $123K and leaving 6,522 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #46.

Viewpoint Capital Management first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Viewpoint Capital Management held 6,522 shares of iShares Russell Mid-Cap Value ETF worth $1.07M as of Q2 2026.
Viewpoint Capital Management sold 777 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $123K.
iShares Russell Mid-Cap Value ETF made up 0.55% of Viewpoint Capital Management's portfolio in Q2 2026, its #46 holding.
Viewpoint Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $1.46M in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.