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 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

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

VisionPoint Advisory Group's IWS Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,785 shares worth $294K. The stake represents 0.05% of the portfolio and ranks #365 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in IWS as recently as Q3 2025.

VisionPoint Advisory Group first reported a position in IWS in Q3 2025 and has held it in 2 quarters since. The position peaked at $364K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

VisionPoint Advisory Group held 1,785 shares of iShares Russell Mid-Cap Value ETF worth $294K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new VisionPoint Advisory Group position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #365 holding.
VisionPoint Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
VisionPoint Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $364K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.