VisionPoint Advisory Group
IWS icon

VisionPoint Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

VisionPoint Advisory Group’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
Q3 		$278K Sell
1,730
-55
-3% -$9.22K 0.04% 367
2026
Q2 		$294K Buy
+1,785
New +$282K 0.05% 365
2025
Q4 		– Sell
-2,607
Closed -$364K – 417
2025
Q3 		$364K Buy
+2,607
New +$356K 0.07% 257

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

VisionPoint Advisory Group's IWS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.1% in Q3 2026, selling an estimated $9.22K and leaving 1,730 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #367.

VisionPoint Advisory Group first reported a position in IWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q3 2025. 254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • VisionPoint Advisory Group held 1,730 shares of iShares Russell Mid-Cap Value ETF worth $278K as of Q3 2026.
  • VisionPoint Advisory Group sold 55 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $9.22K.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #367 holding.
  • VisionPoint Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $364K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.